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 | $250,924 | $180,449+39.1% | $154,107+62.8% | $135,375+85.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.95% | 888.09%-890.0pp | 735.12%-737.1pp | 519.73%-521.7pp |
| Employer contribution / active EE | $2,020 | $6,035-66.5% | $5,298-61.9% | $4,779-57.7% |
| Participant deferral / active EE | $4,940 | $5,806-14.9% | $5,081-2.8% | $5,609-11.9% |
| Admin fee / account holder | $12,316 | $16,143-23.7% | $13,411-8.2% | $10,827+13.8% |