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 | $337,976 | $180,449+87.3% | $154,107+119.3% | $135,375+149.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.69% | 888.09%-893.8pp | 735.12%-740.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $4,711 | $6,035-21.9% | $5,298-11.1% | $4,779-1.4% |
| Participant deferral / active EE | $4,657 | $5,806-19.8% | $5,081-8.3% | $5,609-17.0% |
| Admin fee / account holder | $32,111 | $16,143+98.9% | $13,411+139.4% | $10,827+196.6% |