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 7-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 | $705,024 | $152,509+362.3% | $117,472+500.2% | $134,475+424.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -15.77% | 52.99%-68.8pp | 29.74%-45.5pp | 417.96%-433.7pp |
| Employer contribution / active EE | $48,320 | $5,571+767.4% | $4,176+1057.1% | $4,740+919.5% |
| Participant deferral / active EE | $27,000 | $4,818+460.4% | $4,070+563.4% | $6,400+321.9% |
| Admin fee / account holder | $21,566 | $7,004+207.9% | $5,645+282.1% | $11,426+88.7% |