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 | $389,350 | $76,000+412.3% | $154,107+152.6% | $64,186+506.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.97% | 30.32%-36.3pp | 735.12%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $33,908 | $3,351+911.9% | $5,298+540.1% | $2,381+1324.2% |
| Participant deferral / active EE | $14,167 | $3,175+346.2% | $5,081+178.9% | $3,470+308.3% |
| Admin fee / account holder | $34,474 | $5,596+516.0% | $13,411+157.1% | $4,888+605.3% |