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 | $385,495 | $138,044+179.3% | $125,339+207.6% | $134,475+186.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.80% | 750.33%-769.1pp | 572.05%-590.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $9,221 | $5,243+75.9% | $4,814+91.6% | $4,740+94.5% |
| Participant deferral / active EE | $20,167 | $7,799+158.6% | $7,446+170.8% | $6,400+215.1% |
| Admin fee / account holder | $28,558 | $11,571+146.8% | $10,010+185.3% | $11,426+149.9% |