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 | $562,120 | $138,044+307.2% | $125,339+348.5% | $134,475+318.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.32% | 750.33%-765.7pp | 572.05%-587.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $17,465 | $5,243+233.1% | $4,814+262.8% | $4,740+268.5% |
| Participant deferral / active EE | $11,054 | $7,799+41.7% | $7,446+48.4% | $6,400+72.7% |
| Admin fee / account holder | $1,781 | $11,571-84.6% | $10,010-82.2% | $11,426-84.4% |