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 | $706,640 | $93,024+659.6% | $77,024+817.4% | $134,475+425.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.97% | 62.60%-79.6pp | 42.32%-59.3pp | 417.96%-434.9pp |
| Employer contribution / active EE | $3,686 | $3,418+7.8% | $2,812+31.1% | $4,740-22.2% |
| Participant deferral / active EE | $15,386 | $5,238+193.7% | $4,426+247.6% | $6,400+140.4% |
| Admin fee / account holder | $430 | $6,944-93.8% | $5,425-92.1% | $11,426-96.2% |