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 | $281,641 | $160,055+76.0% | $140,016+101.1% | $135,375+108.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.54% | 911.38%-915.9pp | 651.12%-655.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $12,642 | $6,420+96.9% | $5,606+125.5% | $4,779+164.6% |
| Participant deferral / active EE | $7,712 | $7,642+0.9% | $6,927+11.3% | $5,609+37.5% |
| Admin fee / account holder | $5,861 | $13,328-56.0% | $10,705-45.3% | $10,827-45.9% |