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 5-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 | $602,076 | $138,044+336.1% | $125,339+380.4% | $134,475+347.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.96% | 750.33%-760.3pp | 572.05%-582.0pp | 417.96%-427.9pp |
| Employer contribution / active EE | $20,250 | $5,243+286.2% | $4,814+320.7% | $4,740+327.2% |
| Participant deferral / active EE | $24,750 | $7,799+217.4% | $7,446+232.4% | $6,400+286.7% |
| Admin fee / account holder | $14,755 | $11,571+27.5% | $10,010+47.4% | $11,426+29.1% |