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 | $261,420 | $106,543+145.4% | $91,220+186.6% | $134,475+94.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -10.68% | 160.60%-171.3pp | 114.01%-124.7pp | 417.96%-428.6pp |
| Employer contribution / active EE | $11,778 | $3,331+253.6% | $2,850+313.3% | $4,740+148.5% |
| Participant deferral / active EE | $9,492 | $4,719+101.2% | $4,234+124.2% | $6,400+48.3% |
| Admin fee / account holder | $52,649 | $6,231+745.0% | $5,420+871.5% | $11,426+360.8% |