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 | $391,531 | $190,805+105.2% | $159,960+144.8% | $134,475+191.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -13.51% | 552.23%-565.7pp | 408.60%-422.1pp | 417.96%-431.5pp |
| Employer contribution / active EE | $8,247 | $4,995+65.1% | $4,226+95.2% | $4,740+74.0% |
| Participant deferral / active EE | $8,778 | $6,923+26.8% | $6,182+42.0% | $6,400+37.2% |
| Admin fee / account holder | $1,910 | $10,471-81.8% | $8,698-78.0% | $11,426-83.3% |