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 | $1,676,126 | $167,484+900.8% | $151,611+1005.5% | $134,475+1146.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 5.45% | 7.80%-2.3pp | 3.33%+2.1pp | 417.96%-412.5pp |
| Employer contribution / active EE | $23,061 | $6,829+237.7% | $6,166+274.0% | $4,740+386.6% |
| Participant deferral / active EE | $26,667 | $8,986+196.8% | $8,363+218.8% | $6,400+316.7% |
| Admin fee / account holder | $3,447 | $13,783-75.0% | $11,616-70.3% | $11,426-69.8% |