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 | $345,270 | $138,044+150.1% | $125,339+175.5% | $134,475+156.8% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -12.84% | 750.33%-763.2pp | 572.05%-584.9pp | 417.96%-430.8pp |
| Employer contribution / active EE | $4,362 | $5,243-16.8% | $4,814-9.4% | $4,740-8.0% |
| Participant deferral / active EE | $12,903 | $7,799+65.5% | $7,446+73.3% | $6,400+101.6% |
| Admin fee / account holder | $110,924 | $11,571+858.6% | $10,010+1008.2% | $11,426+870.8% |