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 | $607,309 | $138,044+339.9% | $125,339+384.5% | $134,475+351.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.66% | 750.33%-764.0pp | 572.05%-585.7pp | 417.96%-431.6pp |
| Employer contribution / active EE | $16,613 | $5,243+216.8% | $4,814+245.1% | $4,740+250.5% |
| Participant deferral / active EE | $5,224 | $7,799-33.0% | $7,446-29.9% | $6,400-18.4% |
| Admin fee / account holder | $5,820 | $11,571-49.7% | $10,010-41.9% | $11,426-49.1% |