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 | $790,656 | $190,805+314.4% | $159,960+394.3% | $134,475+488.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -12.82% | 552.23%-565.1pp | 408.60%-421.4pp | 417.96%-430.8pp |
| Employer contribution / active EE | $5,994 | $4,995+20.0% | $4,226+41.8% | $4,740+26.5% |
| Participant deferral / active EE | $7,433 | $6,923+7.4% | $6,182+20.2% | $6,400+16.1% |
| Admin fee / account holder | $30,869 | $10,471+194.8% | $8,698+254.9% | $11,426+170.2% |