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 | $298,359 | $270,399+10.3% | $209,409+42.5% | $357,791-16.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 80.4%+19.6pp | 85.6%+14.4pp |
| Annual return | 1.70% | 194.89%-193.2pp | 159.49%-157.8pp | 396.79%-395.1pp |
| Employer contribution / active EE | $14,419 | $6,982+106.5% | $5,035+186.4% | $7,508+92.1% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $4,230-100.0% | $5,521-100.0% |
| Admin fee / account holder | $7,826 | $18,969-58.7% | $16,474-52.5% | $28,387-72.4% |