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 | $373,073 | $138,044+170.3% | $125,339+197.7% | $134,475+177.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.07% | 750.33%-762.4pp | 572.05%-584.1pp | 417.96%-430.0pp |
| Employer contribution / active EE | $16,694 | $5,243+218.4% | $4,814+246.8% | $4,740+252.2% |
| Participant deferral / active EE | $6,176 | $7,799-20.8% | $7,446-17.1% | $6,400-3.5% |
| Admin fee / account holder | $2,450 | $11,571-78.8% | $10,010-75.5% | $11,426-78.6% |