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 | $2,807,002 | $209,832+1237.7% | $189,513+1381.2% | $167,490+1575.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.45% | 748.27%-729.8pp | 555.15%-536.7pp | 478.56%-460.1pp |
| Employer contribution / active EE | $46,545 | $6,914+573.2% | $6,162+655.4% | $4,837+862.2% |
| Participant deferral / active EE | $0 | $8,935-100.0% | $8,221-100.0% | $6,341-100.0% |
| Admin fee / account holder | $149,667 | $14,293+947.1% | $12,045+1142.6% | $12,309+1115.9% |