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 | $302,057 | $92,703+225.8% | $82,719+265.2% | $134,475+124.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.73% | 944.92%-964.6pp | 701.18%-720.9pp | 417.96%-437.7pp |
| Employer contribution / active EE | $5,817 | $3,274+77.7% | $3,009+93.3% | $4,740+22.7% |
| Participant deferral / active EE | $5,432 | $4,802+13.1% | $4,395+23.6% | $6,400-15.1% |
| Admin fee / account holder | $7,071 | $5,983+18.2% | $5,329+32.7% | $11,426-38.1% |