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 | $478,896 | $138,065+246.9% | $123,544+287.6% | $135,375+253.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.85% | 153.68%-158.5pp | 119.20%-124.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $2,082 | $5,151-59.6% | $4,628-55.0% | $4,779-56.4% |
| Participant deferral / active EE | $20,550 | $6,799+202.2% | $6,426+219.8% | $5,609+266.4% |
| Admin fee / account holder | $4,499 | $10,916-58.8% | $9,284-51.5% | $10,827-58.4% |