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 9-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 | $528,647 | $138,044+283.0% | $125,339+321.8% | $134,475+293.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.39% | 750.33%-759.7pp | 572.05%-581.4pp | 417.96%-427.4pp |
| Employer contribution / active EE | $16,155 | $5,243+208.1% | $4,814+235.6% | $4,740+240.8% |
| Participant deferral / active EE | $16,572 | $7,799+112.5% | $7,446+122.6% | $6,400+159.0% |
| Admin fee / account holder | $98,194 | $11,571+748.6% | $10,010+881.0% | $11,426+759.4% |