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 | $289,104 | $138,044+109.4% | $125,339+130.7% | $134,475+115.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.91% | 750.33%-765.2pp | 572.05%-587.0pp | 417.96%-432.9pp |
| Employer contribution / active EE | $5,549 | $5,243+5.8% | $4,814+15.3% | $4,740+17.1% |
| Participant deferral / active EE | $12,132 | $7,799+55.6% | $7,446+62.9% | $6,400+89.6% |
| Admin fee / account holder | $2,030 | $11,571-82.5% | $10,010-79.7% | $11,426-82.2% |