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 | $3,239,444 | $106,584+2939.3% | $101,326+3097.1% | $142,382+2175.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.63% | 36.93%-21.3pp | 36.82%-21.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $10,131 | $3,956+156.1% | $3,665+176.4% | $4,299+135.7% |
| Participant deferral / active EE | $4,372 | $8,297-47.3% | $7,994-45.3% | $6,507-32.8% |
| Admin fee / account holder | $104,592 | $11,446+813.8% | $11,185+835.1% | $12,624+728.5% |