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 | $263,177 | $138,044+90.6% | $125,339+110.0% | $134,475+95.7% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -16.81% | 750.33%-767.1pp | 572.05%-588.9pp | 417.96%-434.8pp |
| Employer contribution / active EE | $3,620 | $5,243-31.0% | $4,814-24.8% | $4,740-23.6% |
| Participant deferral / active EE | $12,820 | $7,799+64.4% | $7,446+72.2% | $6,400+100.3% |
| Admin fee / account holder | $3,080 | $11,571-73.4% | $10,010-69.2% | $11,426-73.0% |