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 | $445,562 | $138,044+222.8% | $125,339+255.5% | $134,475+231.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.93% | 750.33%-757.3pp | 572.05%-579.0pp | 417.96%-424.9pp |
| Employer contribution / active EE | $4,703 | $5,243-10.3% | $4,814-2.3% | $4,740-0.8% |
| Participant deferral / active EE | $10,494 | $7,799+34.6% | $7,446+40.9% | $6,400+64.0% |
| Admin fee / account holder | $1,600 | $11,571-86.2% | $10,010-84.0% | $11,426-86.0% |