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 | $506,593 | $160,055+216.5% | $140,016+261.8% | $135,375+274.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.61% | 911.38%-920.0pp | 651.12%-659.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $9,149 | $6,420+42.5% | $5,606+63.2% | $4,779+91.5% |
| Participant deferral / active EE | $8,167 | $7,642+6.9% | $6,927+17.9% | $5,609+45.6% |
| Admin fee / account holder | $90,560 | $13,328+579.5% | $10,705+745.9% | $10,827+736.4% |