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 | $313,208 | $138,044+126.9% | $125,339+149.9% | $134,475+132.9% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -17.28% | 750.33%-767.6pp | 572.05%-589.3pp | 417.96%-435.2pp |
| Employer contribution / active EE | $18,390 | $5,243+250.7% | $4,814+282.0% | $4,740+288.0% |
| Participant deferral / active EE | $18,224 | $7,799+133.7% | $7,446+144.7% | $6,400+184.8% |
| Admin fee / account holder | $1,941 | $11,571-83.2% | $10,010-80.6% | $11,426-83.0% |