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 | $627,953 | $97,757+542.4% | $83,848+648.9% | $135,375+363.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.66% | 1287.37%-1294.0pp | 850.88%-857.5pp | 519.73%-526.4pp |
| Employer contribution / active EE | $21,253 | $4,222+403.4% | $3,631+485.3% | $4,779+344.7% |
| Participant deferral / active EE | $17,923 | $4,682+282.8% | $4,082+339.1% | $5,609+219.6% |
| Admin fee / account holder | $6,245 | $6,674-6.4% | $5,478+14.0% | $10,827-42.3% |