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 | $721,910 | $100,754+616.5% | $86,677+732.9% | $134,475+436.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.32% | 29.04%-42.4pp | 35.91%-49.2pp | 417.96%-431.3pp |
| Employer contribution / active EE | $15,385 | $3,489+340.9% | $2,836+442.4% | $4,740+224.6% |
| Participant deferral / active EE | $16,930 | $5,338+217.2% | $4,656+263.6% | $6,400+164.5% |
| Admin fee / account holder | $1,923 | $10,926-82.4% | $7,493-74.3% | $11,426-83.2% |