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 3-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 | $1,117,931 | $104,974+965.0% | $95,585+1069.6% | $142,382+685.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 22.05% | 210.33%-188.3pp | 38.56%-16.5pp | 217.08%-195.0pp |
| Employer contribution / active EE | $31,247 | $2,779+1024.6% | $2,527+1136.8% | $4,299+626.8% |
| Participant deferral / active EE | $18,167 | $4,352+317.4% | $4,023+351.6% | $6,507+179.2% |
| Admin fee / account holder | $909 | $6,386-85.8% | $6,127-85.2% | $12,624-92.8% |