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 | $266,215 | $138,044+92.8% | $125,339+112.4% | $134,475+98.0% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -15.10% | 750.33%-765.4pp | 572.05%-587.2pp | 417.96%-433.1pp |
| Employer contribution / active EE | $4,203 | $5,243-19.8% | $4,814-12.7% | $4,740-11.3% |
| Participant deferral / active EE | $7,300 | $7,799-6.4% | $7,446-2.0% | $6,400+14.1% |
| Admin fee / account holder | $14,195 | $11,571+22.7% | $10,010+41.8% | $11,426+24.2% |