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 | $301,626 | $138,044+118.5% | $125,339+140.6% | $134,475+124.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.79% | 750.33%-766.1pp | 572.05%-587.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $3,126 | $5,243-40.4% | $4,814-35.1% | $4,740-34.0% |
| Participant deferral / active EE | $11,319 | $7,799+45.1% | $7,446+52.0% | $6,400+76.9% |
| Admin fee / account holder | $1,933 | $11,571-83.3% | $10,010-80.7% | $11,426-83.1% |