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 | $585,430 | $138,065+324.0% | $123,544+373.9% | $135,375+332.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.39% | 153.68%-158.1pp | 119.20%-123.6pp | 519.73%-524.1pp |
| Employer contribution / active EE | $18,882 | $5,151+266.5% | $4,628+308.0% | $4,779+295.1% |
| Participant deferral / active EE | $12,515 | $6,799+84.1% | $6,426+94.8% | $5,609+123.1% |
| Admin fee / account holder | $20,631 | $10,916+89.0% | $9,284+122.2% | $10,827+90.5% |