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 | $550,279 | $99,640+452.3% | $86,436+536.6% | $134,475+309.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.28% | 6782.58%-6798.9pp | 4394.89%-4411.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $28,632 | $4,400+550.7% | $3,769+659.8% | $4,740+504.1% |
| Participant deferral / active EE | $4,066 | $7,246-43.9% | $6,952-41.5% | $6,400-36.5% |
| Admin fee / account holder | $9,698 | $8,371+15.8% | $6,731+44.1% | $11,426-15.1% |