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 | $355,299 | $97,757+263.5% | $83,848+323.7% | $135,375+162.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.09% | 1287.37%-1293.5pp | 850.88%-857.0pp | 519.73%-525.8pp |
| Employer contribution / active EE | $3,049 | $4,222-27.8% | $3,631-16.0% | $4,779-36.2% |
| Participant deferral / active EE | $8,822 | $4,682+88.4% | $4,082+116.1% | $5,609+57.3% |
| Admin fee / account holder | $13,928 | $6,674+108.7% | $5,478+154.2% | $10,827+28.6% |