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 | $842,402 | $180,449+366.8% | $154,107+446.6% | $135,375+522.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.61% | 888.09%-895.7pp | 735.12%-742.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $33,229 | $6,035+450.6% | $5,298+527.3% | $4,779+595.4% |
| Participant deferral / active EE | $18,524 | $5,806+219.0% | $5,081+264.6% | $5,609+230.3% |
| Admin fee / account holder | $4,046 | $16,143-74.9% | $13,411-69.8% | $10,827-62.6% |