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 | $295,320 | $138,044+113.9% | $125,339+135.6% | $134,475+119.6% |
| Participation rate | 95.7% | 84.5%+11.2pp | 82.4%+13.3pp | 81.2%+14.4pp |
| Annual return | -17.80% | 750.33%-768.1pp | 572.05%-589.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $13,542 | $5,243+158.3% | $4,814+181.3% | $4,740+185.7% |
| Participant deferral / active EE | $13,502 | $7,799+73.1% | $7,446+81.3% | $6,400+111.0% |
| Admin fee / account holder | $497 | $11,571-95.7% | $10,010-95.0% | $11,426-95.7% |