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 | $899,077 | $160,055+461.7% | $140,016+542.1% | $135,375+564.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.10% | 911.38%-916.5pp | 651.12%-656.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $17,443 | $6,420+171.7% | $5,606+211.2% | $4,779+265.0% |
| Participant deferral / active EE | $16,467 | $7,642+115.5% | $6,927+137.7% | $5,609+193.6% |
| Admin fee / account holder | $19,131 | $13,328+43.5% | $10,705+78.7% | $10,827+76.7% |