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 | $315,983 | $138,044+128.9% | $125,339+152.1% | $134,475+135.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.48% | 750.33%-760.8pp | 572.05%-582.5pp | 417.96%-428.4pp |
| Employer contribution / active EE | $2,514 | $5,243-52.1% | $4,814-47.8% | $4,740-47.0% |
| Participant deferral / active EE | $14,461 | $7,799+85.4% | $7,446+94.2% | $6,400+126.0% |
| Admin fee / account holder | $10,711 | $11,571-7.4% | $10,010+7.0% | $11,426-6.3% |