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 | $441,126 | $138,044+219.6% | $125,339+251.9% | $134,475+228.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.76% | 750.33%-768.1pp | 572.05%-589.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,106 | $5,243-59.8% | $4,814-56.3% | $4,740-55.6% |
| Participant deferral / active EE | $24,663 | $7,799+216.2% | $7,446+231.2% | $6,400+285.4% |
| Admin fee / account holder | $19,672 | $11,571+70.0% | $10,010+96.5% | $11,426+72.2% |