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 | $265,976 | $180,449+47.4% | $154,107+72.6% | $135,375+96.5% |
| Participation rate | 95.2% | 87.4%+7.8pp | 83.0%+12.2pp | 82.6%+12.6pp |
| Annual return | -4.91% | 888.09%-893.0pp | 735.12%-740.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $8,510 | $6,035+41.0% | $5,298+60.6% | $4,779+78.1% |
| Participant deferral / active EE | $2,729 | $5,806-53.0% | $5,081-46.3% | $5,609-51.3% |
| Admin fee / account holder | $6,933 | $16,143-57.0% | $13,411-48.3% | $10,827-36.0% |