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 | $289,065 | $180,449+60.2% | $154,107+87.6% | $135,375+113.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.35% | 888.09%-895.4pp | 735.12%-742.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $6,573 | $6,035+8.9% | $5,298+24.1% | $4,779+37.5% |
| Participant deferral / active EE | $7,837 | $5,806+35.0% | $5,081+54.3% | $5,609+39.7% |
| Admin fee / account holder | $1,526 | $16,143-90.5% | $13,411-88.6% | $10,827-85.9% |