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 | $866,059 | $168,632+413.6% | $147,614+486.7% | $125,391+590.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.59% | 77.65%-78.2pp | 61.98%-62.6pp | 282.22%-282.8pp |
| Employer contribution / active EE | $34,915 | $6,252+458.4% | $5,564+527.5% | $4,866+617.5% |
| Participant deferral / active EE | $21,250 | $5,507+285.9% | $4,895+334.1% | $5,352+297.1% |
| Admin fee / account holder | $4,298 | $13,580-68.3% | $11,611-63.0% | $9,540-54.9% |