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 | $303,683 | $160,055+89.7% | $140,016+116.9% | $135,375+124.3% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | -5.47% | 911.38%-916.8pp | 651.12%-656.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $7,384 | $6,420+15.0% | $5,606+31.7% | $4,779+54.5% |
| Participant deferral / active EE | $13,750 | $7,642+79.9% | $6,927+98.5% | $5,609+145.1% |
| Admin fee / account holder | $122,024 | $13,328+815.6% | $10,705+1039.8% | $10,827+1027.0% |