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 | $252,642 | $138,044+83.0% | $125,339+101.6% | $134,475+87.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.65% | 750.33%-768.0pp | 572.05%-589.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $5,004 | $5,243-4.6% | $4,814+4.0% | $4,740+5.6% |
| Participant deferral / active EE | $9,150 | $7,799+17.3% | $7,446+22.9% | $6,400+43.0% |
| Admin fee / account holder | $9,035 | $11,571-21.9% | $10,010-9.7% | $11,426-20.9% |