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 | $2,356,413 | $167,484+1307.0% | $151,611+1454.2% | $134,475+1652.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.54% | 7.80%-22.3pp | 3.33%-17.9pp | 417.96%-432.5pp |
| Employer contribution / active EE | $28,753 | $6,829+321.0% | $6,166+366.3% | $4,740+506.6% |
| Participant deferral / active EE | $4,420 | $8,986-50.8% | $8,363-47.2% | $6,400-30.9% |
| Admin fee / account holder | $12,789 | $13,783-7.2% | $11,616+10.1% | $11,426+11.9% |