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 | $357,174 | $180,449+97.9% | $154,107+131.8% | $135,375+163.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.79% | 888.09%-890.9pp | 735.12%-737.9pp | 519.73%-522.5pp |
| Employer contribution / active EE | $13,515 | $6,035+123.9% | $5,298+155.1% | $4,779+182.8% |
| Participant deferral / active EE | $14,838 | $5,806+155.6% | $5,081+192.0% | $5,609+164.5% |
| Admin fee / account holder | $7,449 | $16,143-53.9% | $13,411-44.5% | $10,827-31.2% |