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 | $654,726 | $180,449+262.8% | $154,107+324.9% | $135,375+383.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.31% | 888.09%-894.4pp | 735.12%-741.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $15,072 | $6,035+149.7% | $5,298+184.5% | $4,779+215.4% |
| Participant deferral / active EE | $17,200 | $5,806+196.2% | $5,081+238.5% | $5,609+206.7% |
| Admin fee / account holder | $58,969 | $16,143+265.3% | $13,411+339.7% | $10,827+444.6% |