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 8-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 | $276,961 | $97,757+183.3% | $83,848+230.3% | $135,375+104.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.31% | 1287.37%-1296.7pp | 850.88%-860.2pp | 519.73%-529.0pp |
| Employer contribution / active EE | $3,649 | $4,222-13.6% | $3,631+0.5% | $4,779-23.6% |
| Participant deferral / active EE | $13,603 | $4,682+190.5% | $4,082+233.3% | $5,609+142.5% |
| Admin fee / account holder | $6,342 | $6,674-5.0% | $5,478+15.8% | $10,827-41.4% |