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 7-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 | $1,128,562 | $152,509+640.0% | $117,472+860.7% | $134,475+739.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -12.29% | 52.99%-65.3pp | 29.74%-42.0pp | 417.96%-430.3pp |
| Employer contribution / active EE | $61,000 | $5,571+995.0% | $4,176+1360.7% | $4,740+1187.0% |
| Participant deferral / active EE | $0 | $4,818-100.0% | $4,070-100.0% | $6,400-100.0% |
| Admin fee / account holder | $7,878 | $7,004+12.5% | $5,645+39.6% | $11,426-31.1% |