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 | $1,000,531 | $129,942+670.0% | $104,294+859.3% | $134,475+644.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -11.94% | 42.03%-54.0pp | 24.61%-36.6pp | 417.96%-429.9pp |
| Employer contribution / active EE | $2,636 | $4,184-37.0% | $3,372-21.8% | $4,740-44.4% |
| Participant deferral / active EE | $16,112 | $5,588+188.3% | $4,625+248.4% | $6,400+151.8% |
| Admin fee / account holder | $4,710 | $9,323-49.5% | $7,339-35.8% | $11,426-58.8% |