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 | $1,441,899 | $190,805+655.7% | $159,960+801.4% | $134,475+972.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.19% | 552.23%-570.4pp | 408.60%-426.8pp | 417.96%-436.2pp |
| Employer contribution / active EE | $44,000 | $4,995+780.8% | $4,226+941.2% | $4,740+828.3% |
| Participant deferral / active EE | $27,000 | $6,923+290.0% | $6,182+336.7% | $6,400+321.9% |
| Admin fee / account holder | $3,109 | $10,471-70.3% | $8,698-64.3% | $11,426-72.8% |