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 | $326,941 | $138,044+136.8% | $125,339+160.8% | $134,475+143.1% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -12.86% | 750.33%-763.2pp | 572.05%-584.9pp | 417.96%-430.8pp |
| Employer contribution / active EE | $8,144 | $5,243+55.3% | $4,814+69.2% | $4,740+71.8% |
| Participant deferral / active EE | $9,704 | $7,799+24.4% | $7,446+30.3% | $6,400+51.6% |
| Admin fee / account holder | $24,593 | $11,571+112.5% | $10,010+145.7% | $11,426+115.2% |