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 | $459,704 | $138,065+233.0% | $123,544+272.1% | $135,375+239.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.09% | 153.68%-159.8pp | 119.20%-125.3pp | 519.73%-525.8pp |
| Employer contribution / active EE | $36,500 | $5,151+608.5% | $4,628+688.7% | $4,779+663.8% |
| Participant deferral / active EE | $20,000 | $6,799+194.2% | $6,426+211.3% | $5,609+256.6% |
| Admin fee / account holder | $2,812 | $10,916-74.2% | $9,284-69.7% | $10,827-74.0% |