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 | $1,076,349 | $99,640+980.2% | $86,436+1145.3% | $134,475+700.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.98% | 6782.58%-6792.6pp | 4394.89%-4404.9pp | 417.96%-427.9pp |
| Employer contribution / active EE | $19,591 | $4,400+345.2% | $3,769+419.9% | $4,740+313.3% |
| Participant deferral / active EE | $19,583 | $7,246+170.3% | $6,952+181.7% | $6,400+206.0% |
| Admin fee / account holder | $20,833 | $8,371+148.9% | $6,731+209.5% | $11,426+82.3% |