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 | $1,328,340 | $67,331+1872.8% | $60,874+2082.1% | $134,475+887.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.58% | 49.93%-65.5pp | 16.90%-32.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $14,461 | $3,096+367.0% | $2,701+435.3% | $4,740+205.1% |
| Participant deferral / active EE | $9,000 | $4,538+98.3% | $3,817+135.8% | $6,400+40.6% |
| Admin fee / account holder | $58,905 | $4,582+1185.6% | $3,224+1726.9% | $11,426+415.5% |