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 | $655,451 | $138,065+374.7% | $123,544+430.5% | $135,375+384.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.97% | 153.68%-158.6pp | 119.20%-124.2pp | 519.73%-524.7pp |
| Employer contribution / active EE | $26,111 | $5,151+406.9% | $4,628+464.2% | $4,779+446.4% |
| Participant deferral / active EE | $9,989 | $6,799+46.9% | $6,426+55.5% | $5,609+78.1% |
| Admin fee / account holder | $30,992 | $10,916+183.9% | $9,284+233.8% | $10,827+186.2% |