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 | $458,489 | $138,065+232.1% | $123,544+271.1% | $135,375+238.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.84% | 153.68%-158.5pp | 119.20%-124.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $4,561 | $5,151-11.5% | $4,628-1.5% | $4,779-4.6% |
| Participant deferral / active EE | $4,099 | $6,799-39.7% | $6,426-36.2% | $5,609-26.9% |
| Admin fee / account holder | $21,510 | $10,916+97.1% | $9,284+131.7% | $10,827+98.7% |