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 | $306,930 | $138,044+122.3% | $125,339+144.9% | $134,475+128.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.17% | 750.33%-763.5pp | 572.05%-585.2pp | 417.96%-431.1pp |
| Employer contribution / active EE | $7,106 | $5,243+35.5% | $4,814+47.6% | $4,740+49.9% |
| Participant deferral / active EE | $3,806 | $7,799-51.2% | $7,446-48.9% | $6,400-40.5% |
| Admin fee / account holder | $11,087 | $11,571-4.2% | $10,010+10.8% | $11,426-3.0% |