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 | $504,761 | $138,065+265.6% | $123,544+308.6% | $135,375+272.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.70% | 153.68%-155.4pp | 119.20%-120.9pp | 519.73%-521.4pp |
| Employer contribution / active EE | $16,981 | $5,151+229.6% | $4,628+266.9% | $4,779+255.3% |
| Participant deferral / active EE | $11,903 | $6,799+75.1% | $6,426+85.2% | $5,609+112.2% |
| Admin fee / account holder | $43,084 | $10,916+294.7% | $9,284+364.1% | $10,827+297.9% |