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 | $390,391 | $180,449+116.3% | $154,107+153.3% | $135,375+188.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.88% | 888.09%-895.0pp | 735.12%-742.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $8,757 | $6,035+45.1% | $5,298+65.3% | $4,779+83.3% |
| Participant deferral / active EE | $8,063 | $5,806+38.9% | $5,081+58.7% | $5,609+43.8% |
| Admin fee / account holder | $3,645 | $16,143-77.4% | $13,411-72.8% | $10,827-66.3% |