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 | $394,355 | $138,065+185.6% | $123,544+219.2% | $135,375+191.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.41% | 153.68%-160.1pp | 119.20%-125.6pp | 519.73%-526.1pp |
| Employer contribution / active EE | $8,063 | $5,151+56.5% | $4,628+74.2% | $4,779+68.7% |
| Participant deferral / active EE | $6,703 | $6,799-1.4% | $6,426+4.3% | $5,609+19.5% |
| Admin fee / account holder | $1,661 | $10,916-84.8% | $9,284-82.1% | $10,827-84.7% |