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 | $2,119,540 | $104,907+1920.4% | $84,611+2405.1% | $152,861+1286.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 16.88% | 373.79%-356.9pp | 258.74%-241.9pp | 345.32%-328.4pp |
| Employer contribution / active EE | $37,954 | $3,302+1049.6% | $2,652+1331.1% | $4,762+697.0% |
| Participant deferral / active EE | $0 | $4,688-100.0% | $3,899-100.0% | $5,850-100.0% |
| Admin fee / account holder | $859 | $6,241-86.2% | $4,912-82.5% | $11,596-92.6% |