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 | $326,633 | $138,044+136.6% | $125,339+160.6% | $134,475+142.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.55% | 750.33%-764.9pp | 572.05%-586.6pp | 417.96%-432.5pp |
| Employer contribution / active EE | $15,043 | $5,243+186.9% | $4,814+212.5% | $4,740+217.4% |
| Participant deferral / active EE | $12,728 | $7,799+63.2% | $7,446+70.9% | $6,400+98.9% |
| Admin fee / account holder | $8,727 | $11,571-24.6% | $10,010-12.8% | $11,426-23.6% |