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 7-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 | $1,283,920 | $158,817+708.4% | $121,196+959.4% | $135,375+848.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | 0.97% | -0.64%+1.6pp | 16.93%-16.0pp | 519.73%-518.8pp |
| Employer contribution / active EE | $15,750 | $5,665+178.0% | $4,022+291.6% | $4,779+229.6% |
| Participant deferral / active EE | $24,500 | $4,005+511.8% | $3,344+632.5% | $5,609+336.8% |
| Admin fee / account holder | $35,405 | $6,512+443.6% | $5,019+605.4% | $10,827+227.0% |