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 | $285,986 | $152,509+87.5% | $117,472+143.5% | $134,475+112.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.53% | 52.99%-71.5pp | 29.74%-48.3pp | 417.96%-436.5pp |
| Employer contribution / active EE | $21,171 | $5,571+280.0% | $4,176+407.0% | $4,740+346.7% |
| Participant deferral / active EE | $13,500 | $4,818+180.2% | $4,070+231.7% | $6,400+110.9% |
| Admin fee / account holder | $13,521 | $7,004+93.1% | $5,645+139.5% | $11,426+18.3% |