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 | $279,392 | $138,044+102.4% | $125,339+122.9% | $134,475+107.8% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -19.32% | 750.33%-769.6pp | 572.05%-591.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $4,201 | $5,243-19.9% | $4,814-12.7% | $4,740-11.4% |
| Participant deferral / active EE | $9,456 | $7,799+21.3% | $7,446+27.0% | $6,400+47.8% |
| Admin fee / account holder | $8,542 | $11,571-26.2% | $10,010-14.7% | $11,426-25.2% |