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 | $497,768 | $99,640+399.6% | $86,436+475.9% | $134,475+270.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.66% | 6782.58%-6800.2pp | 4394.89%-4412.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $23,000 | $4,400+422.7% | $3,769+510.3% | $4,740+385.3% |
| Participant deferral / active EE | $27,000 | $7,246+272.6% | $6,952+288.4% | $6,400+321.9% |
| Admin fee / account holder | $1,878 | $8,371-77.6% | $6,731-72.1% | $11,426-83.6% |