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 | $316,696 | $160,055+97.9% | $140,016+126.2% | $135,375+133.9% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -6.56% | 911.38%-917.9pp | 651.12%-657.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $10,392 | $6,420+61.9% | $5,606+85.4% | $4,779+117.5% |
| Participant deferral / active EE | $8,118 | $7,642+6.2% | $6,927+17.2% | $5,609+44.7% |
| Admin fee / account holder | $65,379 | $13,328+390.5% | $10,705+510.7% | $10,827+503.8% |