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 | $1,754,857 | $106,584+1546.5% | $101,326+1631.9% | $142,382+1132.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 12.80% | 36.93%-24.1pp | 36.82%-24.0pp | 217.08%-204.3pp |
| Employer contribution / active EE | $10,001 | $3,956+152.8% | $3,665+172.8% | $4,299+132.6% |
| Participant deferral / active EE | $23,006 | $8,297+177.3% | $7,994+187.8% | $6,507+253.6% |
| Admin fee / account holder | $314,034 | $11,446+2643.6% | $11,185+2707.6% | $12,624+2387.7% |