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 | $282,934 | $138,044+105.0% | $125,339+125.7% | $134,475+110.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.17% | 750.33%-763.5pp | 572.05%-585.2pp | 417.96%-431.1pp |
| Employer contribution / active EE | $3,333 | $5,243-36.4% | $4,814-30.8% | $4,740-29.7% |
| Participant deferral / active EE | $9,708 | $7,799+24.5% | $7,446+30.4% | $6,400+51.7% |
| Admin fee / account holder | $8,590 | $11,571-25.8% | $10,010-14.2% | $11,426-24.8% |