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 | $2,061,263 | $127,065+1522.2% | $113,168+1721.4% | $142,382+1347.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 72.24% | 24.03%+48.2pp | 24.27%+48.0pp | 217.08%-144.8pp |
| Employer contribution / active EE | $46,500 | $3,442+1250.9% | $2,975+1462.9% | $4,299+981.6% |
| Participant deferral / active EE | $31,000 | $5,716+442.3% | $5,107+507.0% | $6,507+376.4% |
| Admin fee / account holder | $398 | $15,736-97.5% | $12,068-96.7% | $12,624-96.8% |