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 | $260,421 | $138,044+88.7% | $125,339+107.8% | $134,475+93.7% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -13.26% | 750.33%-763.6pp | 572.05%-585.3pp | 417.96%-431.2pp |
| Employer contribution / active EE | $13,429 | $5,243+156.1% | $4,814+179.0% | $4,740+183.3% |
| Participant deferral / active EE | $8,167 | $7,799+4.7% | $7,446+9.7% | $6,400+27.6% |
| Admin fee / account holder | $5,130 | $11,571-55.7% | $10,010-48.8% | $11,426-55.1% |