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 | $2,101,309 | $179,726+1069.2% | $156,263+1244.7% | $142,382+1375.8% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 13.46% | 77.86%-64.4pp | 59.47%-46.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $18,750 | $5,069+269.9% | $4,333+332.7% | $4,299+336.1% |
| Participant deferral / active EE | $6,997 | $6,956+0.6% | $6,158+13.6% | $6,507+7.5% |
| Admin fee / account holder | $4,892 | $17,272-71.7% | $14,255-65.7% | $12,624-61.2% |