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 | $2,203,408 | $169,032+1203.5% | $129,207+1605.3% | $145,922+1410.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.66% | 14330.11%-14312.4pp | 9417.33%-9399.7pp | 561.29%-543.6pp |
| Employer contribution / active EE | $50,000 | $5,537+803.1% | $4,153+1103.9% | $4,660+973.1% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,168-100.0% | $6,688-100.0% |
| Admin fee / account holder | $11,997 | $9,954+20.5% | $7,715+55.5% | $13,397-10.4% |