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 | $544,378 | $138,044+294.4% | $125,339+334.3% | $134,475+304.8% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -17.13% | 750.33%-767.5pp | 572.05%-589.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $12,790 | $5,243+143.9% | $4,814+165.7% | $4,740+169.8% |
| Participant deferral / active EE | $14,216 | $7,799+82.3% | $7,446+90.9% | $6,400+122.1% |
| Admin fee / account holder | $27,198 | $11,571+135.0% | $10,010+171.7% | $11,426+138.0% |