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 | $404,424 | $135,635+198.2% | $110,238+266.9% | $135,375+198.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.09% | 513.19%-520.3pp | 314.74%-321.8pp | 519.73%-526.8pp |
| Employer contribution / active EE | $28,667 | $4,906+484.3% | $3,826+649.2% | $4,779+499.9% |
| Participant deferral / active EE | $21,208 | $5,506+285.2% | $4,672+354.0% | $5,609+278.1% |
| Admin fee / account holder | $33,588 | $11,457+193.2% | $8,547+293.0% | $10,827+210.2% |