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 | $624,041 | $75,828+723.0% | $147,614+322.8% | $59,632+946.5% |
| Participation rate | 94.3% | 71.6%+22.7pp | 84.6%+9.7pp | 68.7%+25.6pp |
| Annual return | -0.79% | 0.37%-1.2pp | 61.98%-62.8pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $32,722 | $3,485+839.1% | $5,564+488.1% | $2,203+1385.6% |
| Participant deferral / active EE | $10,626 | $3,130+239.4% | $4,895+117.1% | $3,192+232.9% |
| Admin fee / account holder | $33,106 | $5,985+453.1% | $11,611+185.1% | $4,297+670.4% |