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 | $378,942 | $160,055+136.8% | $140,016+170.6% | $135,375+179.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.18% | 911.38%-914.6pp | 651.12%-654.3pp | 519.73%-522.9pp |
| Employer contribution / active EE | $22,663 | $6,420+253.0% | $5,606+304.3% | $4,779+374.3% |
| Participant deferral / active EE | $20,903 | $7,642+173.5% | $6,927+201.8% | $5,609+272.7% |
| Admin fee / account holder | $42,795 | $13,328+221.1% | $10,705+299.8% | $10,827+295.3% |