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 | $601,989 | $180,449+233.6% | $154,107+290.6% | $135,375+344.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.58% | 888.09%-895.7pp | 735.12%-742.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $14,250 | $6,035+136.1% | $5,298+169.0% | $4,779+198.2% |
| Participant deferral / active EE | $13,521 | $5,806+132.9% | $5,081+166.1% | $5,609+141.1% |
| Admin fee / account holder | $17,250 | $16,143+6.9% | $13,411+28.6% | $10,827+59.3% |