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 | $976,226 | $138,044+607.2% | $125,339+678.9% | $134,475+626.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.13% | 750.33%-765.5pp | 572.05%-587.2pp | 417.96%-433.1pp |
| Employer contribution / active EE | $46,824 | $5,243+793.0% | $4,814+872.7% | $4,740+887.9% |
| Participant deferral / active EE | $28,458 | $7,799+264.9% | $7,446+282.2% | $6,400+344.7% |
| Admin fee / account holder | $104,180 | $11,571+800.3% | $10,010+940.8% | $11,426+811.8% |