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 | $1,148,332 | $91,190+1159.3% | $178,490+543.4% | $79,858+1338.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 28.31% | 24.19%+4.1pp | 151.07%-122.8pp | 31.71%-3.4pp |
| Employer contribution / active EE | $57,906 | $3,256+1678.6% | $5,011+1055.7% | $2,471+2243.6% |
| Participant deferral / active EE | $3,130 | $3,236-3.3% | $5,202-39.8% | $3,740-16.3% |
| Admin fee / account holder | $115,513 | $6,751+1611.0% | $13,984+726.0% | $5,306+2076.9% |