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 | $1,993,798 | $167,484+1090.4% | $151,611+1215.1% | $134,475+1382.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -1.22% | 7.80%-9.0pp | 3.33%-4.5pp | 417.96%-419.2pp |
| Employer contribution / active EE | $47,350 | $6,829+593.4% | $6,166+667.9% | $4,740+899.0% |
| Participant deferral / active EE | $11,056 | $8,986+23.0% | $8,363+32.2% | $6,400+72.8% |
| Admin fee / account holder | $374 | $13,783-97.3% | $11,616-96.8% | $11,426-96.7% |