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 | $670,019 | $138,044+385.4% | $125,339+434.6% | $134,475+398.2% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -11.85% | 750.33%-762.2pp | 572.05%-583.9pp | 417.96%-429.8pp |
| Employer contribution / active EE | $23,992 | $5,243+357.6% | $4,814+398.4% | $4,740+406.2% |
| Participant deferral / active EE | $9,766 | $7,799+25.2% | $7,446+31.1% | $6,400+52.6% |
| Admin fee / account holder | $3,532 | $11,571-69.5% | $10,010-64.7% | $11,426-69.1% |