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 | $726,656 | $190,805+280.8% | $159,960+354.3% | $134,475+440.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -12.22% | 552.23%-564.5pp | 408.60%-420.8pp | 417.96%-430.2pp |
| Employer contribution / active EE | $9,420 | $4,995+88.6% | $4,226+122.9% | $4,740+98.8% |
| Participant deferral / active EE | $9,002 | $6,923+30.0% | $6,182+45.6% | $6,400+40.7% |
| Admin fee / account holder | $3,082 | $10,471-70.6% | $8,698-64.6% | $11,426-73.0% |