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 | $363,847 | $180,449+101.6% | $154,107+136.1% | $135,375+168.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.33% | 888.09%-894.4pp | 735.12%-741.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $3,996 | $6,035-33.8% | $5,298-24.6% | $4,779-16.4% |
| Participant deferral / active EE | $12,039 | $5,806+107.4% | $5,081+137.0% | $5,609+114.6% |
| Admin fee / account holder | $11,318 | $16,143-29.9% | $13,411-15.6% | $10,827+4.5% |