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 | $1,074,814 | $138,065+678.5% | $123,544+770.0% | $135,375+694.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.34% | 153.68%-154.0pp | 119.20%-119.5pp | 519.73%-520.1pp |
| Employer contribution / active EE | $6,294 | $5,151+22.2% | $4,628+36.0% | $4,779+31.7% |
| Participant deferral / active EE | $3,267 | $6,799-52.0% | $6,426-49.2% | $5,609-41.8% |
| Admin fee / account holder | $10,417 | $10,916-4.6% | $9,284+12.2% | $10,827-3.8% |