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 | $255,408 | $138,044+85.0% | $125,339+103.8% | $134,475+89.9% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -14.88% | 750.33%-765.2pp | 572.05%-586.9pp | 417.96%-432.8pp |
| Employer contribution / active EE | $4,444 | $5,243-15.2% | $4,814-7.7% | $4,740-6.2% |
| Participant deferral / active EE | $6,860 | $7,799-12.0% | $7,446-7.9% | $6,400+7.2% |
| Admin fee / account holder | $103,328 | $11,571+793.0% | $10,010+932.3% | $11,426+804.3% |