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 | $596,209 | $93,024+540.9% | $77,024+674.1% | $134,475+343.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.06% | 62.60%-81.7pp | 42.32%-61.4pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,964 | $3,418-42.5% | $2,812-30.1% | $4,740-58.6% |
| Participant deferral / active EE | $1,964 | $5,238-62.5% | $4,426-55.6% | $6,400-69.3% |
| Admin fee / account holder | $14,200 | $6,944+104.5% | $5,425+161.7% | $11,426+24.3% |