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 | $560,311 | $46,674+1100.5% | $117,472+377.0% | $68,494+718.0% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -17.27% | -14.52%-2.8pp | 29.74%-47.0pp | -7.84%-9.4pp |
| Employer contribution / active EE | $38,917 | $1,505+2486.6% | $4,176+831.9% | $2,596+1398.9% |
| Participant deferral / active EE | $10,193 | $2,636+286.7% | $4,070+150.4% | $4,027+153.1% |
| Admin fee / account holder | $63,698 | $4,020+1484.6% | $5,645+1028.5% | $5,403+1079.0% |