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 | $1,721,436 | $148,978+1055.5% | $200,582+758.2% | $84,808+1929.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 13.49% | 28.16%-14.7pp | 42.33%-28.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $44,450 | $4,815+823.1% | $6,419+592.5% | $2,631+1589.5% |
| Participant deferral / active EE | $20,619 | $7,142+188.7% | $9,331+121.0% | $4,212+389.6% |
| Admin fee / account holder | $21,991 | $13,977+57.3% | $16,305+34.9% | $7,344+199.4% |