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 | $511,388 | $92,703+451.6% | $82,719+518.2% | $134,475+280.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.06% | 944.92%-965.0pp | 701.18%-721.2pp | 417.96%-438.0pp |
| Employer contribution / active EE | $30,869 | $3,274+842.9% | $3,009+925.9% | $4,740+551.3% |
| Participant deferral / active EE | $9,300 | $4,802+93.7% | $4,395+111.6% | $6,400+45.3% |
| Admin fee / account holder | $1,672,706 | $5,983+27859.9% | $5,329+31289.5% | $11,426+14539.6% |