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 | $819,710 | $73,867+1009.7% | $143,757+470.2% | $68,494+1096.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.70% | 1.01%-13.7pp | -0.04%-12.7pp | -7.84%-4.9pp |
| Employer contribution / active EE | $76,004 | $3,184+2286.9% | $4,951+1435.1% | $2,596+2827.4% |
| Participant deferral / active EE | $12,246 | $3,384+261.8% | $5,637+117.2% | $4,027+204.1% |
| Admin fee / account holder | $217,799 | $5,755+3684.8% | $14,673+1384.4% | $5,403+3931.3% |