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 | $364,555 | $135,635+168.8% | $110,238+230.7% | $135,375+169.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.04% | 513.19%-518.2pp | 314.74%-319.8pp | 519.73%-524.8pp |
| Employer contribution / active EE | $10,653 | $4,906+117.1% | $3,826+178.4% | $4,779+122.9% |
| Participant deferral / active EE | $5,079 | $5,506-7.8% | $4,672+8.7% | $5,609-9.4% |
| Admin fee / account holder | $13,464 | $11,457+17.5% | $8,547+57.5% | $10,827+24.4% |