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 | $300,072 | $138,044+117.4% | $125,339+139.4% | $134,475+123.1% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -17.86% | 750.33%-768.2pp | 572.05%-589.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $15,261 | $5,243+191.1% | $4,814+217.0% | $4,740+222.0% |
| Participant deferral / active EE | $10,223 | $7,799+31.1% | $7,446+37.3% | $6,400+59.7% |
| Admin fee / account holder | $6,265 | $11,571-45.9% | $10,010-37.4% | $11,426-45.2% |