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 | $283,951 | $160,055+77.4% | $140,016+102.8% | $135,375+109.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.20% | 911.38%-915.6pp | 651.12%-655.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $5,180 | $6,420-19.3% | $5,606-7.6% | $4,779+8.4% |
| Participant deferral / active EE | $12,139 | $7,642+58.9% | $6,927+75.2% | $5,609+116.4% |
| Admin fee / account holder | $11,506 | $13,328-13.7% | $10,705+7.5% | $10,827+6.3% |