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 9-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 | $297,545 | $138,044+115.5% | $125,339+137.4% | $134,475+121.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.40% | 750.33%-764.7pp | 572.05%-586.5pp | 417.96%-432.4pp |
| Employer contribution / active EE | $6,977 | $5,243+33.1% | $4,814+44.9% | $4,740+47.2% |
| Participant deferral / active EE | $15,162 | $7,799+94.4% | $7,446+103.6% | $6,400+136.9% |
| Admin fee / account holder | $722 | $11,571-93.8% | $10,010-92.8% | $11,426-93.7% |