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 | $1,716,476 | $152,587+1024.9% | $125,175+1271.3% | $152,861+1022.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.58% | 54.84%-38.3pp | 43.79%-27.2pp | 345.32%-328.7pp |
| Employer contribution / active EE | $37,832 | $4,946+664.8% | $3,865+878.7% | $4,762+694.4% |
| Participant deferral / active EE | $25,000 | $5,868+326.0% | $4,937+406.4% | $5,850+327.3% |
| Admin fee / account holder | $387,562 | $13,434+2784.9% | $9,702+3894.6% | $11,596+3242.1% |