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 | $358,666 | $90,600+295.9% | $79,464+351.4% | $135,375+164.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.89% | 977.43%-982.3pp | 718.14%-723.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $6,496 | $3,068+111.7% | $2,800+132.0% | $4,779+35.9% |
| Participant deferral / active EE | $2,786 | $4,050-31.2% | $3,704-24.8% | $5,609-50.3% |
| Admin fee / account holder | $11,529 | $5,907+95.2% | $5,113+125.5% | $10,827+6.5% |