See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $409,433 | $97,757+318.8% | $83,848+388.3% | $135,375+202.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.48% | 1287.37%-1293.9pp | 850.88%-857.4pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,753 | $4,222-34.8% | $3,631-24.2% | $4,779-42.4% |
| Participant deferral / active EE | $11,513 | $4,682+145.9% | $4,082+182.1% | $5,609+105.3% |
| Admin fee / account holder | $7,337 | $6,674+9.9% | $5,478+33.9% | $10,827-32.2% |