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 | $1,722,254 | $111,754+1441.1% | $103,333+1566.7% | $145,922+1080.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.06% | 24.77%-5.7pp | 24.88%-5.8pp | 561.29%-542.2pp |
| Employer contribution / active EE | $5,003 | $4,212+18.8% | $3,868+29.3% | $4,660+7.4% |
| Participant deferral / active EE | $19,120 | $5,619+240.3% | $5,057+278.1% | $6,688+185.9% |
| Admin fee / account holder | $20,227 | $9,750+107.5% | $8,355+142.1% | $13,397+51.0% |