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 | $298,252 | $138,044+116.1% | $125,339+138.0% | $134,475+121.8% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -17.18% | 750.33%-767.5pp | 572.05%-589.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $14,529 | $5,243+177.1% | $4,814+201.8% | $4,740+206.5% |
| Participant deferral / active EE | $6,706 | $7,799-14.0% | $7,446-9.9% | $6,400+4.8% |
| Admin fee / account holder | $6,812 | $11,571-41.1% | $10,010-31.9% | $11,426-40.4% |