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 | $1,218,941 | $97,757+1146.9% | $83,848+1353.8% | $135,375+800.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.24% | 1287.37%-1289.6pp | 850.88%-853.1pp | 519.73%-522.0pp |
| Employer contribution / active EE | $4,602 | $4,222+9.0% | $3,631+26.7% | $4,779-3.7% |
| Participant deferral / active EE | $8,545 | $4,682+82.5% | $4,082+109.4% | $5,609+52.4% |
| Admin fee / account holder | $112,927 | $6,674+1592.1% | $5,478+1961.4% | $10,827+943.0% |