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 | $258,532 | $138,065+87.3% | $123,544+109.3% | $135,375+91.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.40% | 153.68%-159.1pp | 119.20%-124.6pp | 519.73%-525.1pp |
| Employer contribution / active EE | $9,026 | $5,151+75.2% | $4,628+95.0% | $4,779+88.9% |
| Participant deferral / active EE | $4,533 | $6,799-33.3% | $6,426-29.5% | $5,609-19.2% |
| Admin fee / account holder | $1,600 | $10,916-85.3% | $9,284-82.8% | $10,827-85.2% |