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 | $262,344 | $168,632+55.6% | $147,614+77.7% | $125,391+109.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.55% | 77.65%-80.2pp | 61.98%-64.5pp | 282.22%-284.8pp |
| Employer contribution / active EE | $14,665 | $6,252+134.5% | $5,564+163.5% | $4,866+201.4% |
| Participant deferral / active EE | $8,000 | $5,507+45.3% | $4,895+63.4% | $5,352+49.5% |
| Admin fee / account holder | $2,625 | $13,580-80.7% | $11,611-77.4% | $9,540-72.5% |