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 | $1,226,200 | $181,894+574.1% | $156,549+683.3% | $273,961+347.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.99% | 30.74%-24.8pp | 32.23%-26.2pp | 41.45%-35.5pp |
| Employer contribution / active EE | $32,634 | $6,248+422.3% | $5,501+493.2% | $4,869+570.3% |
| Participant deferral / active EE | $18,233 | $5,550+228.5% | $4,871+274.3% | $5,287+244.9% |
| Admin fee / account holder | $193,021 | $15,559+1140.6% | $13,027+1381.7% | $10,132+1805.1% |