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 | $260,806 | $138,065+88.9% | $123,544+111.1% | $135,375+92.7% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -8.19% | 153.68%-161.9pp | 119.20%-127.4pp | 519.73%-527.9pp |
| Employer contribution / active EE | $3,197 | $5,151-37.9% | $4,628-30.9% | $4,779-33.1% |
| Participant deferral / active EE | $9,391 | $6,799+38.1% | $6,426+46.1% | $5,609+67.4% |
| Admin fee / account holder | $36,822 | $10,916+237.3% | $9,284+296.6% | $10,827+240.1% |