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 | $266,793 | $99,640+167.8% | $86,436+208.7% | $134,475+98.4% |
| Participation rate | 90.9% | 82.0%+8.9pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -19.23% | 6782.58%-6801.8pp | 4394.89%-4414.1pp | 417.96%-437.2pp |
| Employer contribution / active EE | $3,819 | $4,400-13.2% | $3,769+1.3% | $4,740-19.4% |
| Participant deferral / active EE | $15,437 | $7,246+113.0% | $6,952+122.1% | $6,400+141.2% |
| Admin fee / account holder | $4,192 | $8,371-49.9% | $6,731-37.7% | $11,426-63.3% |