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 | $314,753 | $138,044+128.0% | $125,339+151.1% | $134,475+134.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.30% | 750.33%-760.6pp | 572.05%-582.4pp | 417.96%-428.3pp |
| Employer contribution / active EE | $4,496 | $5,243-14.3% | $4,814-6.6% | $4,740-5.1% |
| Participant deferral / active EE | $8,234 | $7,799+5.6% | $7,446+10.6% | $6,400+28.7% |
| Admin fee / account holder | $4,760 | $11,571-58.9% | $10,010-52.4% | $11,426-58.3% |