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 | $337,356 | $90,600+272.4% | $79,464+324.5% | $135,375+149.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.46% | 977.43%-981.9pp | 718.14%-722.6pp | 519.73%-524.2pp |
| Employer contribution / active EE | $1,895 | $3,068-38.2% | $2,800-32.3% | $4,779-60.4% |
| Participant deferral / active EE | $8,813 | $4,050+117.6% | $3,704+137.9% | $5,609+57.1% |
| Admin fee / account holder | $8,995 | $5,907+52.3% | $5,113+75.9% | $10,827-16.9% |