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 | $1,825,921 | $74,888+2338.2% | $71,209+2464.2% | $142,382+1182.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.82% | 345.14%-330.3pp | 282.51%-267.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $27,000 | $2,854+845.9% | $2,721+892.3% | $4,299+528.0% |
| Participant deferral / active EE | $24,978 | $4,454+460.8% | $4,175+498.3% | $6,507+283.9% |
| Admin fee / account holder | $334,383 | $5,568+5905.1% | $5,349+6151.6% | $12,624+2548.8% |