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 | $700,750 | $168,632+315.6% | $147,614+374.7% | $125,391+458.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.40% | 77.65%-80.0pp | 61.98%-64.4pp | 282.22%-284.6pp |
| Employer contribution / active EE | $51,216 | $6,252+719.2% | $5,564+820.4% | $4,866+952.5% |
| Participant deferral / active EE | $2,455 | $5,507-55.4% | $4,895-49.9% | $5,352-54.1% |
| Admin fee / account holder | $8,603 | $13,580-36.7% | $11,611-25.9% | $9,540-9.8% |