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 | $371,902 | $160,055+132.4% | $140,016+165.6% | $135,375+174.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.87% | 911.38%-920.3pp | 651.12%-660.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $20,475 | $6,420+218.9% | $5,606+265.2% | $4,779+328.5% |
| Participant deferral / active EE | $12,813 | $7,642+67.7% | $6,927+85.0% | $5,609+128.4% |
| Admin fee / account holder | $1,458 | $13,328-89.1% | $10,705-86.4% | $10,827-86.5% |