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 | $518,823 | $135,635+282.5% | $110,238+370.6% | $135,375+283.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.39% | 513.19%-516.6pp | 314.74%-318.1pp | 519.73%-523.1pp |
| Employer contribution / active EE | $9,298 | $4,906+89.5% | $3,826+143.0% | $4,779+94.6% |
| Participant deferral / active EE | $14,700 | $5,506+167.0% | $4,672+214.6% | $5,609+162.1% |
| Admin fee / account holder | $1,411 | $11,457-87.7% | $8,547-83.5% | $10,827-87.0% |