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 3-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 | $1,856,355 | $183,519+911.5% | $155,509+1093.7% | $145,922+1172.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.38% | 61.17%-39.8pp | 64.67%-43.3pp | 561.29%-539.9pp |
| Employer contribution / active EE | $17,744 | $5,313+234.0% | $4,672+279.8% | $4,660+280.8% |
| Participant deferral / active EE | $16,701 | $6,462+158.4% | $5,626+196.8% | $6,688+149.7% |
| Admin fee / account holder | $1,733 | $19,313-91.0% | $15,912-89.1% | $13,397-87.1% |