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 | $2,959,475 | $159,602+1754.3% | $150,045+1872.4% | $142,382+1978.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.14% | 70.24%-55.1pp | 62.55%-47.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $9,913 | $4,961+99.8% | $4,693+111.2% | $4,299+130.6% |
| Participant deferral / active EE | $28,000 | $8,310+236.9% | $7,997+250.1% | $6,507+330.3% |
| Admin fee / account holder | $128,336 | $14,846+764.4% | $13,435+855.3% | $12,624+916.6% |