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 | $505,773 | $138,044+266.4% | $125,339+303.5% | $134,475+276.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.20% | 750.33%-763.5pp | 572.05%-585.3pp | 417.96%-431.2pp |
| Employer contribution / active EE | $4,065 | $5,243-22.5% | $4,814-15.5% | $4,740-14.2% |
| Participant deferral / active EE | $10,081 | $7,799+29.3% | $7,446+35.4% | $6,400+57.5% |
| Admin fee / account holder | $3,438 | $11,571-70.3% | $10,010-65.7% | $11,426-69.9% |