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 4-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 | $2,483,445 | $159,602+1456.0% | $150,045+1555.1% | $142,382+1644.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.84% | 70.24%-53.4pp | 62.55%-45.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $7,500 | $4,961+51.2% | $4,693+59.8% | $4,299+74.5% |
| Participant deferral / active EE | $23,000 | $8,310+176.8% | $7,997+187.6% | $6,507+253.5% |
| Admin fee / account holder | $74,105 | $14,846+399.1% | $13,435+451.6% | $12,624+487.0% |