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 | $408,532 | $138,044+195.9% | $125,339+225.9% | $134,475+203.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.14% | 750.33%-763.5pp | 572.05%-585.2pp | 417.96%-431.1pp |
| Employer contribution / active EE | $12,558 | $5,243+139.5% | $4,814+160.9% | $4,740+164.9% |
| Participant deferral / active EE | $11,187 | $7,799+43.4% | $7,446+50.2% | $6,400+74.8% |
| Admin fee / account holder | $13,375 | $11,571+15.6% | $10,010+33.6% | $11,426+17.1% |