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 | $1,541,094 | $80,717+1809.3% | $154,803+895.5% | $84,808+1717.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.79% | 37.96%-24.2pp | 58.88%-45.1pp | 40.90%-27.1pp |
| Employer contribution / active EE | $58,604 | $2,761+2022.3% | $4,305+1261.2% | $2,631+2127.5% |
| Participant deferral / active EE | $3,660 | $3,303+10.8% | $5,540-33.9% | $4,212-13.1% |
| Admin fee / account holder | $30,494 | $6,746+352.1% | $14,329+112.8% | $7,344+315.2% |