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 | $416,589 | $138,044+201.8% | $125,339+232.4% | $134,475+209.8% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -19.08% | 750.33%-769.4pp | 572.05%-591.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $9,437 | $5,243+80.0% | $4,814+96.0% | $4,740+99.1% |
| Participant deferral / active EE | $15,099 | $7,799+93.6% | $7,446+102.8% | $6,400+135.9% |
| Admin fee / account holder | $68,410 | $11,571+491.2% | $10,010+583.4% | $11,426+498.7% |