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 | $313,522 | $160,055+95.9% | $140,016+123.9% | $135,375+131.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.28% | 911.38%-918.7pp | 651.12%-658.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $21,732 | $6,420+238.5% | $5,606+287.7% | $4,779+354.8% |
| Participant deferral / active EE | $15,778 | $7,642+106.5% | $6,927+127.8% | $5,609+181.3% |
| Admin fee / account holder | $71,866 | $13,328+439.2% | $10,705+571.3% | $10,827+563.8% |