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 | $355,735 | $180,449+97.1% | $154,107+130.8% | $135,375+162.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.59% | 888.09%-896.7pp | 735.12%-743.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $11,227 | $6,035+86.0% | $5,298+111.9% | $4,779+134.9% |
| Participant deferral / active EE | $11,904 | $5,806+105.0% | $5,081+134.3% | $5,609+112.2% |
| Admin fee / account holder | $5,085 | $16,143-68.5% | $13,411-62.1% | $10,827-53.0% |