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 | $423,075 | $135,635+211.9% | $110,238+283.8% | $135,375+212.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.95% | 513.19%-520.1pp | 314.74%-321.7pp | 519.73%-526.7pp |
| Employer contribution / active EE | $10,886 | $4,906+121.9% | $3,826+184.5% | $4,779+127.8% |
| Participant deferral / active EE | $11,056 | $5,506+100.8% | $4,672+136.6% | $5,609+97.1% |
| Admin fee / account holder | $1,974 | $11,457-82.8% | $8,547-76.9% | $10,827-81.8% |