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 | $349,014 | $138,044+152.8% | $125,339+178.5% | $134,475+159.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.49% | 750.33%-768.8pp | 572.05%-590.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $4,568 | $5,243-12.9% | $4,814-5.1% | $4,740-3.6% |
| Participant deferral / active EE | $19,550 | $7,799+150.7% | $7,446+162.5% | $6,400+205.5% |
| Admin fee / account holder | $1,462 | $11,571-87.4% | $10,010-85.4% | $11,426-87.2% |