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 | $866,471 | $73,867+1073.0% | $143,757+502.7% | $68,494+1165.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.96% | 1.01%-18.0pp | -0.04%-16.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $26,287 | $3,184+725.5% | $4,951+430.9% | $2,596+912.5% |
| Participant deferral / active EE | $14,045 | $3,384+315.0% | $5,637+149.2% | $4,027+248.8% |
| Admin fee / account holder | $66,553 | $5,755+1056.5% | $14,673+353.6% | $5,403+1131.8% |