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 | $4,106,658 | $167,484+2352.0% | $151,611+2608.7% | $134,475+2953.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.64% | 7.80%-24.4pp | 3.33%-20.0pp | 417.96%-434.6pp |
| Employer contribution / active EE | $24,650 | $6,829+261.0% | $6,166+299.8% | $4,740+420.1% |
| Participant deferral / active EE | $18,553 | $8,986+106.5% | $8,363+121.8% | $6,400+189.9% |
| Admin fee / account holder | $39,331 | $13,783+185.4% | $11,616+238.6% | $11,426+244.2% |