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 | $1,211,023 | $73,867+1539.5% | $143,757+742.4% | $68,494+1668.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.18% | 1.01%-18.2pp | -0.04%-17.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $39,140 | $3,184+1129.2% | $4,951+690.6% | $2,596+1407.5% |
| Participant deferral / active EE | $12,580 | $3,384+271.7% | $5,637+123.2% | $4,027+212.4% |
| Admin fee / account holder | $243,193 | $5,755+4126.1% | $14,673+1557.4% | $5,403+4401.3% |