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 | $615,473 | $92,703+563.9% | $82,719+644.1% | $134,475+357.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -9.40% | 944.92%-954.3pp | 701.18%-710.6pp | 417.96%-427.4pp |
| Employer contribution / active EE | $11,568 | $3,274+253.3% | $3,009+284.4% | $4,740+144.1% |
| Participant deferral / active EE | $23,473 | $4,802+388.8% | $4,395+434.1% | $6,400+266.8% |
| Admin fee / account holder | $8,165 | $5,983+36.5% | $5,329+53.2% | $11,426-28.5% |