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 | $259,155 | $138,065+87.7% | $123,544+109.8% | $135,375+91.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.86% | 153.68%-155.5pp | 119.20%-121.1pp | 519.73%-521.6pp |
| Employer contribution / active EE | $11,363 | $5,151+120.6% | $4,628+145.5% | $4,779+137.8% |
| Participant deferral / active EE | $9,873 | $6,799+45.2% | $6,426+53.6% | $5,609+76.0% |
| Admin fee / account holder | $1,608 | $10,916-85.3% | $9,284-82.7% | $10,827-85.1% |