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 | $394,840 | $180,449+118.8% | $154,107+156.2% | $135,375+191.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.77% | 888.09%-893.9pp | 735.12%-740.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $10,751 | $6,035+78.1% | $5,298+102.9% | $4,779+125.0% |
| Participant deferral / active EE | $10,055 | $5,806+73.2% | $5,081+97.9% | $5,609+79.3% |
| Admin fee / account holder | $2,166 | $16,143-86.6% | $13,411-83.9% | $10,827-80.0% |