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 | $653,370 | $180,449+262.1% | $154,107+324.0% | $135,375+382.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.64% | 888.09%-892.7pp | 735.12%-739.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $4,520 | $6,035-25.1% | $5,298-14.7% | $4,779-5.4% |
| Participant deferral / active EE | $29,303 | $5,806+404.7% | $5,081+476.8% | $5,609+422.4% |
| Admin fee / account holder | $1,149 | $16,143-92.9% | $13,411-91.4% | $10,827-89.4% |