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 8-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 | $256,747 | $138,044+86.0% | $125,339+104.8% | $134,475+90.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.73% | 750.33%-765.1pp | 572.05%-586.8pp | 417.96%-432.7pp |
| Employer contribution / active EE | $13,199 | $5,243+151.7% | $4,814+174.2% | $4,740+178.5% |
| Participant deferral / active EE | $9,984 | $7,799+28.0% | $7,446+34.1% | $6,400+56.0% |
| Admin fee / account holder | $123,187 | $11,571+964.6% | $10,010+1130.7% | $11,426+978.1% |