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 | $1,315,637 | $190,805+589.5% | $159,960+722.5% | $134,475+878.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.30% | 552.23%-566.5pp | 408.60%-422.9pp | 417.96%-432.3pp |
| Employer contribution / active EE | $26,954 | $4,995+439.6% | $4,226+537.9% | $4,740+468.7% |
| Participant deferral / active EE | $7,735 | $6,923+11.7% | $6,182+25.1% | $6,400+20.9% |
| Admin fee / account holder | $66,110 | $10,471+531.3% | $8,698+660.1% | $11,426+478.6% |