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 | $278,584 | $138,044+101.8% | $125,339+122.3% | $134,475+107.2% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -15.34% | 750.33%-765.7pp | 572.05%-587.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $12,402 | $5,243+136.5% | $4,814+157.7% | $4,740+161.7% |
| Participant deferral / active EE | $18,364 | $7,799+135.5% | $7,446+146.6% | $6,400+187.0% |
| Admin fee / account holder | $15,462 | $11,571+33.6% | $10,010+54.5% | $11,426+35.3% |