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 | $268,031 | $138,044+94.2% | $125,339+113.8% | $134,475+99.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.27% | 750.33%-765.6pp | 572.05%-587.3pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,138 | $5,243-59.2% | $4,814-55.6% | $4,740-54.9% |
| Participant deferral / active EE | $5,087 | $7,799-34.8% | $7,446-31.7% | $6,400-20.5% |
| Admin fee / account holder | $21,371 | $11,571+84.7% | $10,010+113.5% | $11,426+87.0% |