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 8-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 | $1,236,085 | $190,805+547.8% | $159,960+672.7% | $134,475+819.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -1.27% | 552.23%-553.5pp | 408.60%-409.9pp | 417.96%-419.2pp |
| Employer contribution / active EE | $26,917 | $4,995+438.8% | $4,226+537.0% | $4,740+467.9% |
| Participant deferral / active EE | $18,000 | $6,923+160.0% | $6,182+191.1% | $6,400+181.3% |
| Admin fee / account holder | $35,712 | $10,471+241.0% | $8,698+310.6% | $11,426+212.6% |