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 9-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 | $430,633 | $180,449+138.6% | $154,107+179.4% | $135,375+218.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.38% | 888.09%-893.5pp | 735.12%-740.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $23,321 | $6,035+286.4% | $5,298+340.2% | $4,779+388.0% |
| Participant deferral / active EE | $15,475 | $5,806+166.5% | $5,081+204.6% | $5,609+175.9% |
| Admin fee / account holder | $127,506 | $16,143+689.9% | $13,411+850.8% | $10,827+1077.7% |