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 | $279,788 | $160,055+74.8% | $140,016+99.8% | $135,375+106.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.48% | 911.38%-919.9pp | 651.12%-659.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $23,873 | $6,420+271.8% | $5,606+325.9% | $4,779+399.6% |
| Participant deferral / active EE | $16,325 | $7,642+113.6% | $6,927+135.7% | $5,609+191.1% |
| Admin fee / account holder | $2,359 | $13,328-82.3% | $10,705-78.0% | $10,827-78.2% |