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 | $2,010,482 | $167,307+1101.7% | $143,757+1298.5% | $134,475+1395.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.38% | 0.46%-6.8pp | -0.04%-6.3pp | 417.96%-424.3pp |
| Employer contribution / active EE | $60,250 | $5,619+972.2% | $4,951+1116.9% | $4,740+1171.2% |
| Participant deferral / active EE | $3,250 | $6,446-49.6% | $5,637-42.3% | $6,400-49.2% |
| Admin fee / account holder | $53,667 | $18,088+196.7% | $14,673+265.8% | $11,426+369.7% |