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 | $316,493 | $138,044+129.3% | $125,339+152.5% | $134,475+135.4% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -16.93% | 750.33%-767.3pp | 572.05%-589.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $13,089 | $5,243+149.6% | $4,814+171.9% | $4,740+176.2% |
| Participant deferral / active EE | $7,237 | $7,799-7.2% | $7,446-2.8% | $6,400+13.1% |
| Admin fee / account holder | $4,294 | $11,571-62.9% | $10,010-57.1% | $11,426-62.4% |