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 | $329,743 | $97,757+237.3% | $83,848+293.3% | $135,375+143.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.32% | 1287.37%-1290.7pp | 850.88%-854.2pp | 519.73%-523.0pp |
| Employer contribution / active EE | $7,761 | $4,222+83.8% | $3,631+113.8% | $4,779+62.4% |
| Participant deferral / active EE | $6,566 | $4,682+40.2% | $4,082+60.9% | $5,609+17.1% |
| Admin fee / account holder | $1,620 | $6,674-75.7% | $5,478-70.4% | $10,827-85.0% |