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 | $281,203 | $138,044+103.7% | $125,339+124.4% | $134,475+109.1% |
| Participation rate | 94.4% | 84.5%+10.0pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -15.09% | 750.33%-765.4pp | 572.05%-587.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $11,401 | $5,243+117.4% | $4,814+136.8% | $4,740+140.5% |
| Participant deferral / active EE | $11,614 | $7,799+48.9% | $7,446+56.0% | $6,400+81.5% |
| Admin fee / account holder | $23,035 | $11,571+99.1% | $10,010+130.1% | $11,426+101.6% |