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 | $791,398 | $95,971+724.6% | $74,550+961.6% | $135,375+484.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -2.79% | 56.96%-59.8pp | 32.53%-35.3pp | 519.73%-522.5pp |
| Employer contribution / active EE | $36,500 | $2,716+1243.8% | $1,961+1761.4% | $4,779+663.8% |
| Participant deferral / active EE | $24,500 | $3,843+537.5% | $3,108+688.3% | $5,609+336.8% |
| Admin fee / account holder | $4,875 | $6,522-25.2% | $5,060-3.6% | $10,827-55.0% |