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 | $307,081 | $180,449+70.2% | $154,107+99.3% | $135,375+126.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.55% | 888.09%-896.6pp | 735.12%-743.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $19,374 | $6,035+221.0% | $5,298+265.7% | $4,779+305.4% |
| Participant deferral / active EE | $16,333 | $5,806+181.3% | $5,081+221.5% | $5,609+191.2% |
| Admin fee / account holder | $7,090 | $16,143-56.1% | $13,411-47.1% | $10,827-34.5% |