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 | $2,296,670 | $175,202+1210.9% | $149,673+1434.5% | $139,434+1547.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.36% | 166.71%-147.3pp | 134.42%-115.1pp | 372.94%-353.6pp |
| Employer contribution / active EE | $6,714 | $5,474+22.6% | $4,818+39.4% | $4,751+41.3% |
| Participant deferral / active EE | $15,000 | $6,519+130.1% | $5,680+164.1% | $6,710+123.5% |
| Admin fee / account holder | $1,412 | $16,150-91.3% | $13,210-89.3% | $11,403-87.6% |