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 | $2,431,990 | $109,982+2111.3% | $97,226+2401.4% | $145,922+1566.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 7.79% | 242.90%-235.1pp | 75.13%-67.3pp | 561.29%-553.5pp |
| Employer contribution / active EE | $716 | $3,084-76.8% | $2,729-73.8% | $4,660-84.6% |
| Participant deferral / active EE | $5,750 | $4,676+23.0% | $4,264+34.9% | $6,688-14.0% |
| Admin fee / account holder | $81,192 | $6,221+1205.2% | $5,654+1336.1% | $13,397+506.0% |