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 | $3,137,625 | $127,065+2369.3% | $113,168+2672.5% | $142,382+2103.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 11.05% | 24.03%-13.0pp | 24.27%-13.2pp | 217.08%-206.0pp |
| Employer contribution / active EE | $172,223 | $3,442+4903.4% | $2,975+5688.6% | $4,299+3906.0% |
| Participant deferral / active EE | $34,775 | $5,716+508.3% | $5,107+581.0% | $6,507+434.4% |
| Admin fee / account holder | $3,337,976 | $15,736+21112.5% | $12,068+27560.5% | $12,624+26342.1% |