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 | $394,063 | $97,757+303.1% | $83,848+370.0% | $135,375+191.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.13% | 1287.37%-1295.5pp | 850.88%-859.0pp | 519.73%-527.9pp |
| Employer contribution / active EE | $20,944 | $4,222+396.1% | $3,631+476.8% | $4,779+338.3% |
| Participant deferral / active EE | $7,443 | $4,682+59.0% | $4,082+82.4% | $5,609+32.7% |
| Admin fee / account holder | $5,047 | $6,674-24.4% | $5,478-7.9% | $10,827-53.4% |