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 | $304,958 | $160,055+90.5% | $140,016+117.8% | $135,375+125.3% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.5%+6.3pp | 82.6%+11.1pp |
| Annual return | -8.92% | 911.38%-920.3pp | 651.12%-660.0pp | 519.73%-528.7pp |
| Employer contribution / active EE | $16,107 | $6,420+150.9% | $5,606+187.3% | $4,779+237.0% |
| Participant deferral / active EE | $13,377 | $7,642+75.1% | $6,927+93.1% | $5,609+138.5% |
| Admin fee / account holder | $1,884 | $13,328-85.9% | $10,705-82.4% | $10,827-82.6% |