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 | $444,642 | $138,044+222.1% | $125,339+254.8% | $134,475+230.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.37% | 750.33%-764.7pp | 572.05%-586.4pp | 417.96%-432.3pp |
| Employer contribution / active EE | $22,418 | $5,243+327.6% | $4,814+365.7% | $4,740+373.0% |
| Participant deferral / active EE | $18,387 | $7,799+135.8% | $7,446+146.9% | $6,400+187.3% |
| Admin fee / account holder | $9,089 | $11,571-21.5% | $10,010-9.2% | $11,426-20.5% |