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 | $515,666 | $152,509+238.1% | $117,472+339.0% | $134,475+283.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -14.12% | 52.99%-67.1pp | 29.74%-43.9pp | 417.96%-432.1pp |
| Employer contribution / active EE | $25,897 | $5,571+364.9% | $4,176+520.1% | $4,740+446.4% |
| Participant deferral / active EE | $10,816 | $4,818+124.5% | $4,070+165.7% | $6,400+69.0% |
| Admin fee / account holder | $2,439 | $7,004-65.2% | $5,645-56.8% | $11,426-78.7% |