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 | $428,605 | $97,757+338.4% | $83,848+411.2% | $135,375+216.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.46% | 1287.37%-1293.8pp | 850.88%-857.3pp | 519.73%-526.2pp |
| Employer contribution / active EE | $22,377 | $4,222+430.1% | $3,631+516.3% | $4,779+368.3% |
| Participant deferral / active EE | $17,288 | $4,682+269.2% | $4,082+323.5% | $5,609+208.2% |
| Admin fee / account holder | $1,986 | $6,674-70.2% | $5,478-63.8% | $10,827-81.7% |