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 | $2,413,614 | $167,484+1341.1% | $151,611+1492.0% | $134,475+1694.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -1.32% | 7.80%-9.1pp | 3.33%-4.7pp | 417.96%-419.3pp |
| Employer contribution / active EE | $12,500 | $6,829+83.0% | $6,166+102.7% | $4,740+163.7% |
| Participant deferral / active EE | $15,125 | $8,986+68.3% | $8,363+80.8% | $6,400+136.3% |
| Admin fee / account holder | $5,150 | $13,783-62.6% | $11,616-55.7% | $11,426-54.9% |