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 | $452,566 | $76,000+495.5% | $154,107+193.7% | $64,186+605.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.28% | 30.32%-35.6pp | 735.12%-740.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $19,422 | $3,351+479.6% | $5,298+266.6% | $2,381+715.8% |
| Participant deferral / active EE | $13,665 | $3,175+330.4% | $5,081+169.0% | $3,470+293.9% |
| Admin fee / account holder | $5,731 | $5,596+2.4% | $13,411-57.3% | $4,888+17.3% |