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 9-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 | $1,665,156 | $111,754+1390.0% | $103,333+1511.4% | $145,922+1041.1% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.1pp |
| Annual return | 34.15% | 24.77%+9.4pp | 24.88%+9.3pp | 561.29%-527.1pp |
| Employer contribution / active EE | $4,601 | $4,212+9.2% | $3,868+18.9% | $4,660-1.3% |
| Participant deferral / active EE | $8,848 | $5,619+57.5% | $5,057+75.0% | $6,688+32.3% |
| Admin fee / account holder | $15,079 | $9,750+54.7% | $8,355+80.5% | $13,397+12.6% |