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 8-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 | $574,846 | $138,044+316.4% | $125,339+358.6% | $134,475+327.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.32% | 750.33%-770.6pp | 572.05%-592.4pp | 417.96%-438.3pp |
| Employer contribution / active EE | $10,460 | $5,243+99.5% | $4,814+117.3% | $4,740+120.7% |
| Participant deferral / active EE | $16,840 | $7,799+115.9% | $7,446+126.1% | $6,400+163.1% |
| Admin fee / account holder | $3,070 | $11,571-73.5% | $10,010-69.3% | $11,426-73.1% |