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 | $271,929 | $138,044+97.0% | $125,339+117.0% | $134,475+102.2% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -16.74% | 750.33%-767.1pp | 572.05%-588.8pp | 417.96%-434.7pp |
| Employer contribution / active EE | $16,337 | $5,243+211.6% | $4,814+239.4% | $4,740+244.7% |
| Participant deferral / active EE | $11,181 | $7,799+43.4% | $7,446+50.2% | $6,400+74.7% |
| Admin fee / account holder | $22,498 | $11,571+94.4% | $10,010+124.8% | $11,426+96.9% |