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 | $356,425 | $138,044+158.2% | $125,339+184.4% | $134,475+165.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.91% | 750.33%-760.2pp | 572.05%-582.0pp | 417.96%-427.9pp |
| Employer contribution / active EE | $29,893 | $5,243+470.1% | $4,814+521.0% | $4,740+530.7% |
| Participant deferral / active EE | $7,285 | $7,799-6.6% | $7,446-2.2% | $6,400+13.8% |
| Admin fee / account holder | $20,170 | $11,571+74.3% | $10,010+101.5% | $11,426+76.5% |