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 | $296,042 | $97,757+202.8% | $83,848+253.1% | $135,375+118.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.91% | 1287.37%-1296.3pp | 850.88%-859.8pp | 519.73%-528.6pp |
| Employer contribution / active EE | $11,017 | $4,222+161.0% | $3,631+203.4% | $4,779+130.5% |
| Participant deferral / active EE | $6,518 | $4,682+39.2% | $4,082+59.7% | $5,609+16.2% |
| Admin fee / account holder | $1,014 | $6,674-84.8% | $5,478-81.5% | $10,827-90.6% |