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 | $454,333 | $160,055+183.9% | $140,016+224.5% | $135,375+235.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.20% | 911.38%-919.6pp | 651.12%-659.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $12,373 | $6,420+92.7% | $5,606+120.7% | $4,779+158.9% |
| Participant deferral / active EE | $26,491 | $7,642+246.7% | $6,927+282.4% | $5,609+372.3% |
| Admin fee / account holder | $110,913 | $13,328+732.2% | $10,705+936.1% | $10,827+924.4% |