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 | $3,400,365 | $177,572+1814.9% | $154,803+2096.6% | $142,382+2288.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.19% | 65.07%-51.9pp | 58.88%-45.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $5,520 | $4,810+14.8% | $4,305+28.2% | $4,299+28.4% |
| Participant deferral / active EE | $16,850 | $6,272+168.7% | $5,540+204.1% | $6,507+158.9% |
| Admin fee / account holder | $30,656 | $16,786+82.6% | $14,329+113.9% | $12,624+142.8% |