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 4-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 | $949,902 | $106,543+791.6% | $91,220+941.3% | $134,475+606.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -13.51% | 160.60%-174.1pp | 114.01%-127.5pp | 417.96%-431.5pp |
| Employer contribution / active EE | $30,081 | $3,331+803.2% | $2,850+955.5% | $4,740+534.7% |
| Participant deferral / active EE | $18,000 | $4,719+281.5% | $4,234+325.2% | $6,400+181.3% |
| Admin fee / account holder | $3,216 | $6,231-48.4% | $5,420-40.7% | $11,426-71.9% |