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 | $329,474 | $138,044+138.7% | $125,339+162.9% | $134,475+145.0% |
| Participation rate | 94.7% | 84.5%+10.3pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -16.29% | 750.33%-766.6pp | 572.05%-588.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $10,174 | $5,243+94.0% | $4,814+111.4% | $4,740+114.7% |
| Participant deferral / active EE | $12,916 | $7,799+65.6% | $7,446+73.4% | $6,400+101.8% |
| Admin fee / account holder | $1,962 | $11,571-83.0% | $10,010-80.4% | $11,426-82.8% |