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 | $450,134 | $97,757+360.5% | $83,848+436.8% | $135,375+232.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.54% | 1287.37%-1292.9pp | 850.88%-856.4pp | 519.73%-525.3pp |
| Employer contribution / active EE | $14,094 | $4,222+233.9% | $3,631+288.2% | $4,779+194.9% |
| Participant deferral / active EE | $12,395 | $4,682+164.7% | $4,082+203.7% | $5,609+121.0% |
| Admin fee / account holder | $170,003 | $6,674+2447.3% | $5,478+3003.3% | $10,827+1470.2% |