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 9-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 | $1,923,046 | $88,594+2070.6% | $70,092+2643.6% | $134,475+1330.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -16.27% | 442.67%-458.9pp | 190.73%-207.0pp | 417.96%-434.2pp |
| Employer contribution / active EE | $20,937 | $3,233+547.6% | $2,559+718.2% | $4,740+341.7% |
| Participant deferral / active EE | $19,667 | $4,772+312.1% | $3,849+411.0% | $6,400+207.3% |
| Admin fee / account holder | $2,642 | $10,441-74.7% | $6,267-57.8% | $11,426-76.9% |