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 | $390,331 | $138,044+182.8% | $125,339+211.4% | $134,475+190.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.54% | 750.33%-765.9pp | 572.05%-587.6pp | 417.96%-433.5pp |
| Employer contribution / active EE | $9,426 | $5,243+79.8% | $4,814+95.8% | $4,740+98.9% |
| Participant deferral / active EE | $12,370 | $7,799+58.6% | $7,446+66.1% | $6,400+93.3% |
| Admin fee / account holder | $21,477 | $11,571+85.6% | $10,010+114.6% | $11,426+88.0% |