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 | $798,423 | $76,000+950.6% | $154,107+418.1% | $64,186+1143.9% |
| Participation rate | 97.6% | 70.4%+27.1pp | 83.0%+14.5pp | 69.6%+28.0pp |
| Annual return | -1.23% | 30.32%-31.5pp | 735.12%-736.3pp | 7.63%-8.9pp |
| Employer contribution / active EE | $28,539 | $3,351+751.7% | $5,298+438.7% | $2,381+1098.7% |
| Participant deferral / active EE | $16,274 | $3,175+412.5% | $5,081+220.3% | $3,470+369.1% |
| Admin fee / account holder | $25,611 | $5,596+357.7% | $13,411+91.0% | $4,888+424.0% |