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 | $1,868,405 | $127,065+1370.4% | $113,168+1551.0% | $142,382+1212.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.72% | 24.03%-9.3pp | 24.27%-9.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $17,172 | $3,442+398.9% | $2,975+477.2% | $4,299+299.4% |
| Participant deferral / active EE | $9,885 | $5,716+72.9% | $5,107+93.6% | $6,507+51.9% |
| Admin fee / account holder | $1,727 | $15,736-89.0% | $12,068-85.7% | $12,624-86.3% |