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 | $1,167,898 | $180,449+547.2% | $154,107+657.8% | $135,375+762.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.50% | 888.09%-892.6pp | 735.12%-739.6pp | 519.73%-524.2pp |
| Employer contribution / active EE | $35,846 | $6,035+494.0% | $5,298+576.7% | $4,779+650.1% |
| Participant deferral / active EE | $3,498 | $5,806-39.7% | $5,081-31.1% | $5,609-37.6% |
| Admin fee / account holder | $32,574 | $16,143+101.8% | $13,411+142.9% | $10,827+200.9% |