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 | $619,831 | $138,044+349.0% | $125,339+394.5% | $134,475+360.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.67% | 750.33%-764.0pp | 572.05%-585.7pp | 417.96%-431.6pp |
| Employer contribution / active EE | $21,146 | $5,243+303.3% | $4,814+339.3% | $4,740+346.2% |
| Participant deferral / active EE | $20,500 | $7,799+162.9% | $7,446+175.3% | $6,400+220.3% |
| Admin fee / account holder | $5,991 | $11,571-48.2% | $10,010-40.1% | $11,426-47.6% |