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 | $443,991 | $138,065+221.6% | $123,544+259.4% | $135,375+228.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.39% | 153.68%-154.1pp | 119.20%-119.6pp | 519.73%-520.1pp |
| Employer contribution / active EE | $14,532 | $5,151+182.1% | $4,628+214.0% | $4,779+204.1% |
| Participant deferral / active EE | $9,467 | $6,799+39.2% | $6,426+47.3% | $5,609+68.8% |
| Admin fee / account holder | $2,695 | $10,916-75.3% | $9,284-71.0% | $10,827-75.1% |