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 | $276,589 | $84,695+226.6% | $73,843+274.6% | $125,391+120.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.26% | 3123.53%-3123.8pp | 2267.84%-2268.1pp | 282.22%-282.5pp |
| Employer contribution / active EE | $8,737 | $3,123+179.8% | $2,787+213.4% | $4,866+79.6% |
| Participant deferral / active EE | $11,670 | $3,992+192.3% | $3,583+225.7% | $5,352+118.1% |
| Admin fee / account holder | $1,759 | $5,691-69.1% | $4,880-63.9% | $9,540-81.6% |