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 | $1,016,227 | $180,449+463.2% | $154,107+559.4% | $135,375+650.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.21% | 888.09%-893.3pp | 735.12%-740.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $20,340 | $6,035+237.0% | $5,298+283.9% | $4,779+325.6% |
| Participant deferral / active EE | $11,729 | $5,806+102.0% | $5,081+130.9% | $5,609+109.1% |
| Admin fee / account holder | $2,119 | $16,143-86.9% | $13,411-84.2% | $10,827-80.4% |