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 | $439,619 | $138,065+218.4% | $123,544+255.8% | $135,375+224.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.27% | 153.68%-156.0pp | 119.20%-121.5pp | 519.73%-522.0pp |
| Employer contribution / active EE | $14,674 | $5,151+184.8% | $4,628+217.1% | $4,779+207.1% |
| Participant deferral / active EE | $13,990 | $6,799+105.8% | $6,426+117.7% | $5,609+149.4% |
| Admin fee / account holder | $9,697 | $10,916-11.2% | $9,284+4.4% | $10,827-10.4% |