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 | $665,678 | $138,044+382.2% | $125,339+431.1% | $134,475+395.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.90% | 750.33%-760.2pp | 572.05%-582.0pp | 417.96%-427.9pp |
| Employer contribution / active EE | $6,720 | $5,243+28.2% | $4,814+39.6% | $4,740+41.8% |
| Participant deferral / active EE | $5,497 | $7,799-29.5% | $7,446-26.2% | $6,400-14.1% |
| Admin fee / account holder | $6,052 | $11,571-47.7% | $10,010-39.5% | $11,426-47.0% |