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 | $302,428 | $180,449+67.6% | $154,107+96.2% | $135,375+123.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.54% | 888.09%-893.6pp | 735.12%-740.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $20,623 | $6,035+241.7% | $5,298+289.3% | $4,779+331.5% |
| Participant deferral / active EE | $10,250 | $5,806+76.5% | $5,081+101.8% | $5,609+82.7% |
| Admin fee / account holder | $38,608 | $16,143+139.2% | $13,411+187.9% | $10,827+256.6% |