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 | $1,037,655 | $84,402+1129.4% | $61,373+1590.7% | $134,475+671.6% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -14.64% | 584.55%-599.2pp | 338.61%-353.3pp | 417.96%-432.6pp |
| Employer contribution / active EE | $42,038 | $1,544+2621.9% | $1,159+3525.8% | $4,740+786.9% |
| Participant deferral / active EE | $7,025 | $2,819+149.2% | $2,125+230.6% | $6,400+9.8% |
| Admin fee / account holder | $32,019 | $2,585+1138.6% | $2,130+1403.5% | $11,426+180.2% |