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 | $891,360 | $180,449+394.0% | $154,107+478.4% | $135,375+558.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.63% | 888.09%-891.7pp | 735.12%-738.7pp | 519.73%-523.4pp |
| Employer contribution / active EE | $44,000 | $6,035+629.1% | $5,298+730.6% | $4,779+820.7% |
| Participant deferral / active EE | $2,400 | $5,806-58.7% | $5,081-52.8% | $5,609-57.2% |
| Admin fee / account holder | $3,908 | $16,143-75.8% | $13,411-70.9% | $10,827-63.9% |