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 | $433,337 | $138,065+213.9% | $123,544+250.8% | $135,375+220.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.58% | 153.68%-158.3pp | 119.20%-123.8pp | 519.73%-524.3pp |
| Employer contribution / active EE | $19,010 | $5,151+269.0% | $4,628+310.8% | $4,779+297.8% |
| Participant deferral / active EE | $11,188 | $6,799+64.5% | $6,426+74.1% | $5,609+99.5% |
| Admin fee / account holder | $1,879 | $10,916-82.8% | $9,284-79.8% | $10,827-82.6% |