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 | $319,128 | $135,635+135.3% | $110,238+189.5% | $135,375+135.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.00% | 513.19%-516.2pp | 314.74%-317.7pp | 519.73%-522.7pp |
| Employer contribution / active EE | $8,912 | $4,906+81.6% | $3,826+132.9% | $4,779+86.5% |
| Participant deferral / active EE | $11,219 | $5,506+103.7% | $4,672+140.1% | $5,609+100.0% |
| Admin fee / account holder | $25,000 | $11,457+118.2% | $8,547+192.5% | $10,827+130.9% |