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 | $1,106,563 | $180,449+513.2% | $154,107+618.0% | $135,375+717.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.19% | 888.09%-894.3pp | 735.12%-741.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $39,542 | $6,035+555.2% | $5,298+646.4% | $4,779+727.4% |
| Participant deferral / active EE | $24,042 | $5,806+314.1% | $5,081+373.2% | $5,609+328.6% |
| Admin fee / account holder | $57,870 | $16,143+258.5% | $13,411+331.5% | $10,827+434.5% |