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 | $552,800 | $92,703+496.3% | $82,719+568.3% | $134,475+311.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -1.36% | 944.92%-946.3pp | 701.18%-702.5pp | 417.96%-419.3pp |
| Employer contribution / active EE | $4,025 | $3,274+22.9% | $3,009+33.8% | $4,740-15.1% |
| Participant deferral / active EE | $17,800 | $4,802+270.7% | $4,395+305.0% | $6,400+178.1% |
| Admin fee / account holder | $12,386 | $5,983+107.0% | $5,329+132.4% | $11,426+8.4% |