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 | $499,468 | $138,065+261.8% | $123,544+304.3% | $135,375+269.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.16% | 153.68%-159.8pp | 119.20%-125.4pp | 519.73%-525.9pp |
| Employer contribution / active EE | $7,238 | $5,151+40.5% | $4,628+56.4% | $4,779+51.5% |
| Participant deferral / active EE | $13,450 | $6,799+97.8% | $6,426+109.3% | $5,609+139.8% |
| Admin fee / account holder | $55,736 | $10,916+410.6% | $9,284+500.4% | $10,827+414.8% |