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 | $282,971 | $160,055+76.8% | $140,016+102.1% | $135,375+109.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.42% | 911.38%-917.8pp | 651.12%-657.5pp | 519.73%-526.2pp |
| Employer contribution / active EE | $6,748 | $6,420+5.1% | $5,606+20.4% | $4,779+41.2% |
| Participant deferral / active EE | $17,513 | $7,642+129.2% | $6,927+152.8% | $5,609+212.2% |
| Admin fee / account holder | $788 | $13,328-94.1% | $10,705-92.6% | $10,827-92.7% |