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 | $297,483 | $138,044+115.5% | $125,339+137.3% | $134,475+121.2% |
| Participation rate | 95.8% | 84.5%+11.3pp | 82.4%+13.5pp | 81.2%+14.6pp |
| Annual return | -15.73% | 750.33%-766.1pp | 572.05%-587.8pp | 417.96%-433.7pp |
| Employer contribution / active EE | $3,883 | $5,243-25.9% | $4,814-19.3% | $4,740-18.1% |
| Participant deferral / active EE | $9,072 | $7,799+16.3% | $7,446+21.8% | $6,400+41.8% |
| Admin fee / account holder | $2,162 | $11,571-81.3% | $10,010-78.4% | $11,426-81.1% |