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 | $858,480 | $75,828+1032.1% | $147,614+481.6% | $59,632+1339.6% |
| Participation rate | 85.3% | 71.6%+13.7pp | 84.6%+0.7pp | 68.7%+16.6pp |
| Annual return | -0.21% | 0.37%-0.6pp | 61.98%-62.2pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $27,572 | $3,485+691.3% | $5,564+395.5% | $2,203+1151.8% |
| Participant deferral / active EE | $16,829 | $3,130+437.6% | $4,895+243.8% | $3,192+427.3% |
| Admin fee / account holder | $161,868 | $5,985+2604.5% | $11,611+1294.1% | $4,297+3667.0% |