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 9-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 | $1,991,487 | $114,381+1641.1% | $107,525+1752.1% | $142,382+1298.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 13.37% | 242.71%-229.3pp | 181.32%-167.9pp | 217.08%-203.7pp |
| Employer contribution / active EE | $21,636 | $4,015+438.9% | $3,754+476.4% | $4,299+403.3% |
| Participant deferral / active EE | $23,239 | $5,564+317.6% | $5,116+354.3% | $6,507+257.1% |
| Admin fee / account holder | $46,934 | $9,860+376.0% | $8,919+426.2% | $12,624+271.8% |