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 | $951,018 | $95,862+892.1% | $79,550+1095.5% | $134,475+607.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -11.83% | -2.69%-9.1pp | 0.16%-12.0pp | 417.96%-429.8pp |
| Employer contribution / active EE | $18,496 | $3,128+491.3% | $2,413+666.5% | $4,740+290.2% |
| Participant deferral / active EE | $20,488 | $4,693+336.6% | $3,985+414.1% | $6,400+220.1% |
| Admin fee / account holder | $5,232 | $9,126-42.7% | $6,832-23.4% | $11,426-54.2% |