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 | $482,460 | $76,000+534.8% | $154,107+213.1% | $64,186+651.7% |
| Participation rate | 97.7% | 70.4%+27.3pp | 83.0%+14.6pp | 69.6%+28.1pp |
| Annual return | -5.97% | 30.32%-36.3pp | 735.12%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $28,666 | $3,351+755.5% | $5,298+441.1% | $2,381+1104.1% |
| Participant deferral / active EE | $14,078 | $3,175+343.4% | $5,081+177.1% | $3,470+305.8% |
| Admin fee / account holder | $85,830 | $5,596+1433.7% | $13,411+540.0% | $4,888+1655.9% |