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 | $9,099,100 | $201,272+4420.8% | $184,203+4839.7% | $145,922+6135.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.35% | 29.00%-15.7pp | 28.81%-15.5pp | 561.29%-547.9pp |
| Employer contribution / active EE | $23,000 | $7,022+227.6% | $6,427+257.9% | $4,660+393.6% |
| Participant deferral / active EE | $15,250 | $9,806+55.5% | $9,131+67.0% | $6,688+128.0% |
| Admin fee / account holder | $1,147,352 | $16,364+6911.6% | $13,901+8153.8% | $13,397+8464.3% |