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 | $1,893,779 | $177,572+966.5% | $154,803+1123.3% | $142,382+1230.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.46% | 65.07%-49.6pp | 58.88%-43.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $5,838 | $4,810+21.4% | $4,305+35.6% | $4,299+35.8% |
| Participant deferral / active EE | $41,206 | $6,272+557.0% | $5,540+643.7% | $6,507+533.2% |
| Admin fee / account holder | $649,361 | $16,786+3768.5% | $14,329+4431.8% | $12,624+5044.0% |