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 | $250,436 | $180,449+38.8% | $154,107+62.5% | $135,375+85.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.67% | 888.09%-892.8pp | 735.12%-739.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $3,955 | $6,035-34.5% | $5,298-25.3% | $4,779-17.2% |
| Participant deferral / active EE | $5,069 | $5,806-12.7% | $5,081-0.2% | $5,609-9.6% |
| Admin fee / account holder | $6,346 | $16,143-60.7% | $13,411-52.7% | $10,827-41.4% |