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 | $347,199 | $180,449+92.4% | $154,107+125.3% | $135,375+156.5% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -6.50% | 888.09%-894.6pp | 735.12%-741.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $10,479 | $6,035+73.6% | $5,298+97.8% | $4,779+119.3% |
| Participant deferral / active EE | $6,195 | $5,806+6.7% | $5,081+21.9% | $5,609+10.5% |
| Admin fee / account holder | $4,042 | $16,143-75.0% | $13,411-69.9% | $10,827-62.7% |