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 | $463,855 | $138,044+236.0% | $125,339+270.1% | $134,475+244.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.50% | 750.33%-770.8pp | 572.05%-592.5pp | 417.96%-438.5pp |
| Employer contribution / active EE | $14,875 | $5,243+183.7% | $4,814+209.0% | $4,740+213.8% |
| Participant deferral / active EE | $17,626 | $7,799+126.0% | $7,446+136.7% | $6,400+175.4% |
| Admin fee / account holder | $68,017 | $11,571+487.8% | $10,010+579.5% | $11,426+495.3% |