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 | $897,919 | $76,000+1081.5% | $154,107+482.7% | $64,186+1298.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.04% | 30.32%-34.4pp | 735.12%-739.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $32,184 | $3,351+860.5% | $5,298+507.5% | $2,381+1251.8% |
| Participant deferral / active EE | $10,779 | $3,175+239.5% | $5,081+112.2% | $3,470+210.7% |
| Admin fee / account holder | $35,542 | $5,596+535.1% | $13,411+165.0% | $4,888+627.1% |