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 | $546,664 | $76,000+619.3% | $154,107+254.7% | $64,186+751.7% |
| Participation rate | 97.8% | 70.4%+27.4pp | 83.0%+14.8pp | 69.6%+28.3pp |
| Annual return | -5.30% | 30.32%-35.6pp | 735.12%-740.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $25,968 | $3,351+675.0% | $5,298+390.2% | $2,381+990.7% |
| Participant deferral / active EE | $13,986 | $3,175+340.5% | $5,081+175.3% | $3,470+303.1% |
| Admin fee / account holder | $2,481 | $5,596-55.7% | $13,411-81.5% | $4,888-49.3% |