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 | $476,545 | $97,757+387.5% | $83,848+468.3% | $135,375+252.0% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -7.71% | 1287.37%-1295.1pp | 850.88%-858.6pp | 519.73%-527.4pp |
| Employer contribution / active EE | $12,171 | $4,222+188.3% | $3,631+235.2% | $4,779+154.7% |
| Participant deferral / active EE | $12,412 | $4,682+165.1% | $4,082+204.1% | $5,609+121.3% |
| Admin fee / account holder | $2,553 | $6,674-61.7% | $5,478-53.4% | $10,827-76.4% |