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 | $1,514,282 | $106,584+1320.7% | $101,326+1394.5% | $142,382+963.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.06% | 36.93%-23.9pp | 36.82%-23.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $16,778 | $3,956+324.1% | $3,665+357.8% | $4,299+290.3% |
| Participant deferral / active EE | $25,053 | $8,297+201.9% | $7,994+213.4% | $6,507+285.0% |
| Admin fee / account holder | $569,475 | $11,446+4875.3% | $11,185+4991.4% | $12,624+4411.2% |