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 | $1,824,752 | $114,381+1495.3% | $107,525+1597.1% | $142,382+1181.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.96% | 242.71%-229.7pp | 181.32%-168.4pp | 217.08%-204.1pp |
| Employer contribution / active EE | $3,121 | $4,015-22.3% | $3,754-16.9% | $4,299-27.4% |
| Participant deferral / active EE | $6,483 | $5,564+16.5% | $5,116+26.7% | $6,507-0.4% |
| Admin fee / account holder | $29,594 | $9,860+200.1% | $8,919+231.8% | $12,624+134.4% |