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 9-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 | $412,744 | $168,632+144.8% | $147,614+179.6% | $125,391+229.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.15% | 77.65%-77.8pp | 61.98%-62.1pp | 282.22%-282.4pp |
| Employer contribution / active EE | $43,199 | $6,252+590.9% | $5,564+676.3% | $4,866+787.8% |
| Participant deferral / active EE | $4,319 | $5,507-21.6% | $4,895-11.8% | $5,352-19.3% |
| Admin fee / account holder | $51,896 | $13,580+282.2% | $11,611+347.0% | $9,540+444.0% |