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 | $451,888 | $180,449+150.4% | $154,107+193.2% | $135,375+233.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.24% | 888.09%-894.3pp | 735.12%-741.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $13,261 | $6,035+119.7% | $5,298+150.3% | $4,779+177.5% |
| Participant deferral / active EE | $13,435 | $5,806+131.4% | $5,081+164.4% | $5,609+139.5% |
| Admin fee / account holder | $14,111 | $16,143-12.6% | $13,411+5.2% | $10,827+30.3% |