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 | $369,468 | $160,055+130.8% | $140,016+163.9% | $135,375+172.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.21% | 911.38%-914.6pp | 651.12%-654.3pp | 519.73%-522.9pp |
| Employer contribution / active EE | $5,707 | $6,420-11.1% | $5,606+1.8% | $4,779+19.4% |
| Participant deferral / active EE | $12,884 | $7,642+68.6% | $6,927+86.0% | $5,609+129.7% |
| Admin fee / account holder | $15,000 | $13,328+12.5% | $10,705+40.1% | $10,827+38.5% |