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 | $524,463 | $95,971+446.5% | $74,550+603.5% | $135,375+287.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.46% | 56.96%-61.4pp | 32.53%-37.0pp | 519.73%-524.2pp |
| Employer contribution / active EE | $28,035 | $2,716+932.2% | $1,961+1329.7% | $4,779+486.7% |
| Participant deferral / active EE | $22,500 | $3,843+485.4% | $3,108+623.9% | $5,609+301.2% |
| Admin fee / account holder | $17,079 | $6,522+161.9% | $5,060+237.6% | $10,827+57.7% |