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 | $811,001 | $160,055+406.7% | $140,016+479.2% | $135,375+499.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.02% | 911.38%-918.4pp | 651.12%-658.1pp | 519.73%-526.8pp |
| Employer contribution / active EE | $34,437 | $6,420+436.4% | $5,606+514.3% | $4,779+620.6% |
| Participant deferral / active EE | $9,829 | $7,642+28.6% | $6,927+41.9% | $5,609+75.2% |
| Admin fee / account holder | $21,685 | $13,328+62.7% | $10,705+102.6% | $10,827+100.3% |