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 | $523,893 | $84,402+520.7% | $61,373+753.6% | $134,475+289.6% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -15.83% | 584.55%-600.4pp | 338.61%-354.4pp | 417.96%-433.8pp |
| Employer contribution / active EE | $14,307 | $1,544+826.4% | $1,159+1134.0% | $4,740+201.9% |
| Participant deferral / active EE | $16,406 | $2,819+482.0% | $2,125+672.1% | $6,400+156.4% |
| Admin fee / account holder | $29,652 | $2,585+1047.0% | $2,130+1292.3% | $11,426+159.5% |