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 | $562,683 | $97,757+475.6% | $83,848+571.1% | $135,375+315.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.64% | 1287.37%-1293.0pp | 850.88%-856.5pp | 519.73%-525.4pp |
| Employer contribution / active EE | $29,100 | $4,222+589.3% | $3,631+701.5% | $4,779+509.0% |
| Participant deferral / active EE | $3,598 | $4,682-23.1% | $4,082-11.8% | $5,609-35.8% |
| Admin fee / account holder | $22,137 | $6,674+231.7% | $5,478+304.1% | $10,827+104.5% |