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 | $1,902,722 | $202,318+840.5% | $172,739+1001.5% | $152,861+1144.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.50% | 1029.65%-1007.2pp | 802.84%-780.3pp | 345.32%-322.8pp |
| Employer contribution / active EE | $5,633 | $5,856-3.8% | $5,143+9.5% | $4,762+18.3% |
| Participant deferral / active EE | $7,000 | $5,948+17.7% | $5,198+34.7% | $5,850+19.7% |
| Admin fee / account holder | $55,383 | $17,109+223.7% | $13,954+296.9% | $11,596+377.6% |