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 | $811,965 | $180,449+350.0% | $154,107+426.9% | $135,375+499.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.95% | 888.09%-893.0pp | 735.12%-740.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $24,529 | $6,035+306.4% | $5,298+363.0% | $4,779+413.3% |
| Participant deferral / active EE | $14,667 | $5,806+152.6% | $5,081+188.7% | $5,609+161.5% |
| Admin fee / account holder | $1,003 | $16,143-93.8% | $13,411-92.5% | $10,827-90.7% |