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 | $258,147 | $138,044+87.0% | $125,339+106.0% | $134,475+92.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.98% | 750.33%-769.3pp | 572.05%-591.0pp | 417.96%-436.9pp |
| Employer contribution / active EE | $5,332 | $5,243+1.7% | $4,814+10.8% | $4,740+12.5% |
| Participant deferral / active EE | $7,652 | $7,799-1.9% | $7,446+2.8% | $6,400+19.6% |
| Admin fee / account holder | $133,292 | $11,571+1051.9% | $10,010+1231.7% | $11,426+1066.6% |