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 | $411,640 | $138,044+198.2% | $125,339+228.4% | $134,475+206.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.38% | 750.33%-762.7pp | 572.05%-584.4pp | 417.96%-430.3pp |
| Employer contribution / active EE | $9,176 | $5,243+75.0% | $4,814+90.6% | $4,740+93.6% |
| Participant deferral / active EE | $10,244 | $7,799+31.4% | $7,446+37.6% | $6,400+60.1% |
| Admin fee / account holder | $921 | $11,571-92.0% | $10,010-90.8% | $11,426-91.9% |