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 7-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 | $1,593,288 | $95,266+1572.5% | $82,389+1833.9% | $142,382+1019.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 14.14% | 25.74%-11.6pp | 28.67%-14.5pp | 217.08%-202.9pp |
| Employer contribution / active EE | $46,000 | $2,991+1437.9% | $2,517+1727.5% | $4,299+970.0% |
| Participant deferral / active EE | $15,250 | $4,809+217.1% | $4,155+267.1% | $6,507+134.4% |
| Admin fee / account holder | $3,404 | $8,563-60.3% | $7,231-52.9% | $12,624-73.0% |