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 | $675,770 | $55,041+1127.8% | $45,164+1396.3% | $134,475+402.5% |
| Participation rate | 100.0% | 63.8%+36.2pp | 55.2%+44.8pp | 81.2%+18.8pp |
| Annual return | -13.54% | -19.63%+6.1pp | -20.28%+6.7pp | 417.96%-431.5pp |
| Employer contribution / active EE | $36,010 | $3,006+1097.8% | $2,321+1451.4% | $4,740+659.8% |
| Participant deferral / active EE | $24,990 | $3,822+553.9% | $3,184+684.8% | $6,400+290.5% |
| Admin fee / account holder | $7,246 | $4,029+79.9% | $3,071+136.0% | $11,426-36.6% |