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 | $256,684 | $160,055+60.4% | $140,016+83.3% | $135,375+89.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.43% | 911.38%-915.8pp | 651.12%-655.5pp | 519.73%-524.2pp |
| Employer contribution / active EE | $4,747 | $6,420-26.1% | $5,606-15.3% | $4,779-0.7% |
| Participant deferral / active EE | $18,882 | $7,642+147.1% | $6,927+172.6% | $5,609+236.6% |
| Admin fee / account holder | $2,612 | $13,328-80.4% | $10,705-75.6% | $10,827-75.9% |