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 | $426,576 | $138,065+209.0% | $123,544+245.3% | $135,375+215.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.04% | 153.68%-155.7pp | 119.20%-121.2pp | 519.73%-521.8pp |
| Employer contribution / active EE | $56,507 | $5,151+996.9% | $4,628+1121.0% | $4,779+1082.5% |
| Participant deferral / active EE | $8,500 | $6,799+25.0% | $6,426+32.3% | $5,609+51.5% |
| Admin fee / account holder | $193,751 | $10,916+1675.0% | $9,284+1987.0% | $10,827+1689.5% |