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 | $259,378 | $138,044+87.9% | $125,339+106.9% | $134,475+92.9% |
| Participation rate | 95.2% | 84.5%+10.8pp | 82.4%+12.9pp | 81.2%+14.0pp |
| Annual return | -12.49% | 750.33%-762.8pp | 572.05%-584.5pp | 417.96%-430.5pp |
| Employer contribution / active EE | $15,086 | $5,243+187.7% | $4,814+213.4% | $4,740+218.3% |
| Participant deferral / active EE | $6,394 | $7,799-18.0% | $7,446-14.1% | $6,400-0.1% |
| Admin fee / account holder | $96,615 | $11,571+735.0% | $10,010+865.2% | $11,426+745.6% |