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 | $1,382,524 | $167,307+726.3% | $143,757+861.7% | $134,475+928.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.11% | 0.46%-11.6pp | -0.04%-11.1pp | 417.96%-429.1pp |
| Employer contribution / active EE | $40,500 | $5,619+620.8% | $4,951+718.0% | $4,740+754.5% |
| Participant deferral / active EE | $24,400 | $6,446+278.5% | $5,637+332.9% | $6,400+281.3% |
| Admin fee / account holder | $567,908 | $18,088+3039.7% | $14,673+3770.5% | $11,426+4870.4% |