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 | $2,018,082 | $150,440+1241.5% | $136,294+1380.7% | $147,584+1267.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.54% | 1049.08%-1025.5pp | 5155.94%-5132.4pp | 578.55%-555.0pp |
| Employer contribution / active EE | $36,000 | $5,256+584.9% | $4,695+666.7% | $4,876+638.3% |
| Participant deferral / active EE | $24,000 | $6,630+262.0% | $6,247+284.2% | $5,439+341.3% |
| Admin fee / account holder | $26,941 | $10,905+147.0% | $9,243+191.5% | $10,885+147.5% |