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 | $258,575 | $160,055+61.6% | $140,016+84.7% | $135,375+91.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.74% | 911.38%-916.1pp | 651.12%-655.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $4,549 | $6,420-29.1% | $5,606-18.9% | $4,779-4.8% |
| Participant deferral / active EE | $17,133 | $7,642+124.2% | $6,927+147.3% | $5,609+205.5% |
| Admin fee / account holder | $779 | $13,328-94.2% | $10,705-92.7% | $10,827-92.8% |