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 | $344,053 | $180,449+90.7% | $154,107+123.3% | $135,375+154.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.66% | 888.09%-890.8pp | 735.12%-737.8pp | 519.73%-522.4pp |
| Employer contribution / active EE | $5,453 | $6,035-9.6% | $5,298+2.9% | $4,779+14.1% |
| Participant deferral / active EE | $4,477 | $5,806-22.9% | $5,081-11.9% | $5,609-20.2% |
| Admin fee / account holder | $11,663 | $16,143-27.7% | $13,411-13.0% | $10,827+7.7% |