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 | $1,726,699 | $167,307+932.1% | $143,757+1101.1% | $134,475+1184.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.75% | 0.46%-15.2pp | -0.04%-14.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $42,135 | $5,619+649.8% | $4,951+751.0% | $4,740+789.0% |
| Participant deferral / active EE | $25,200 | $6,446+291.0% | $5,637+347.0% | $6,400+293.8% |
| Admin fee / account holder | $1,875 | $18,088-89.6% | $14,673-87.2% | $11,426-83.6% |