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 | $2,312,421 | $142,344+1524.5% | $119,609+1833.3% | $134,475+1619.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -8.93% | -12.44%+3.5pp | -14.97%+6.0pp | 417.96%-426.9pp |
| Employer contribution / active EE | $40,500 | $5,222+675.6% | $4,232+857.0% | $4,740+754.5% |
| Participant deferral / active EE | $27,000 | $6,469+317.4% | $5,602+382.0% | $6,400+321.9% |
| Admin fee / account holder | $5,193 | $13,584-61.8% | $10,323-49.7% | $11,426-54.6% |