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 | $563,002 | $160,055+251.8% | $140,016+302.1% | $135,375+315.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.92% | 911.38%-919.3pp | 651.12%-659.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $18,393 | $6,420+186.5% | $5,606+228.1% | $4,779+284.9% |
| Participant deferral / active EE | $15,155 | $7,642+98.3% | $6,927+118.8% | $5,609+170.2% |
| Admin fee / account holder | $531 | $13,328-96.0% | $10,705-95.0% | $10,827-95.1% |