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 | $973,812 | $56,053+1637.3% | $75,972+1181.8% | $80,856+1104.4% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 12.91% | 20.53%-7.6pp | 359.55%-346.6pp | 35.59%-22.7pp |
| Employer contribution / active EE | $31,258 | $1,874+1567.9% | $2,685+1064.2% | $2,755+1034.7% |
| Participant deferral / active EE | $20,159 | $3,052+560.6% | $4,255+373.7% | $4,296+369.3% |
| Admin fee / account holder | $26,361 | $5,234+403.7% | $6,467+307.6% | $6,918+281.0% |