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 | $274,586 | $135,635+102.4% | $110,238+149.1% | $135,375+102.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.46% | 513.19%-518.6pp | 314.74%-320.2pp | 519.73%-525.2pp |
| Employer contribution / active EE | $3,668 | $4,906-25.2% | $3,826-4.1% | $4,779-23.2% |
| Participant deferral / active EE | $17,562 | $5,506+218.9% | $4,672+275.9% | $5,609+213.1% |
| Admin fee / account holder | $4,362 | $11,457-61.9% | $8,547-49.0% | $10,827-59.7% |