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 | $261,011 | $138,044+89.1% | $125,339+108.2% | $134,475+94.1% |
| Participation rate | 95.5% | 84.5%+11.0pp | 82.4%+13.1pp | 81.2%+14.2pp |
| Annual return | -10.90% | 750.33%-761.2pp | 572.05%-583.0pp | 417.96%-428.9pp |
| Employer contribution / active EE | $5,400 | $5,243+3.0% | $4,814+12.2% | $4,740+13.9% |
| Participant deferral / active EE | $14,777 | $7,799+89.5% | $7,446+98.4% | $6,400+130.9% |
| Admin fee / account holder | $64,546 | $11,571+457.8% | $10,010+544.8% | $11,426+464.9% |