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 | $490,724 | $138,044+255.5% | $125,339+291.5% | $134,475+264.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.74% | 750.33%-762.1pp | 572.05%-583.8pp | 417.96%-429.7pp |
| Employer contribution / active EE | $17,994 | $5,243+243.2% | $4,814+273.8% | $4,740+279.6% |
| Participant deferral / active EE | $18,250 | $7,799+134.0% | $7,446+145.1% | $6,400+185.2% |
| Admin fee / account holder | $8,782 | $11,571-24.1% | $10,010-12.3% | $11,426-23.1% |