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 9-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 | $286,153 | $138,044+107.3% | $125,339+128.3% | $134,475+112.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.87% | 750.33%-767.2pp | 572.05%-588.9pp | 417.96%-434.8pp |
| Employer contribution / active EE | $42,101 | $5,243+702.9% | $4,814+774.6% | $4,740+788.3% |
| Participant deferral / active EE | $24,707 | $7,799+216.8% | $7,446+231.8% | $6,400+286.1% |
| Admin fee / account holder | $10,317 | $11,571-10.8% | $10,010+3.1% | $11,426-9.7% |