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 | $1,004,858 | $81,248+1136.8% | $155,509+546.2% | $80,856+1142.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.11% | 33.31%-20.2pp | 64.67%-51.6pp | 35.59%-22.5pp |
| Employer contribution / active EE | $48,022 | $3,100+1449.0% | $4,672+927.8% | $2,755+1643.2% |
| Participant deferral / active EE | $28,728 | $3,452+732.3% | $5,626+410.6% | $4,296+568.7% |
| Admin fee / account holder | $106,226 | $7,997+1228.3% | $15,912+567.6% | $6,918+1435.5% |