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 | $3,314,525 | $176,056+1782.6% | $159,436+1978.9% | $167,490+1878.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 22.39% | 331.75%-309.4pp | 263.57%-241.2pp | 478.56%-456.2pp |
| Employer contribution / active EE | $12,274 | $5,297+131.7% | $4,829+154.1% | $4,837+153.7% |
| Participant deferral / active EE | $3,250 | $7,750-58.1% | $7,352-55.8% | $6,341-48.7% |
| Admin fee / account holder | $105,273 | $12,554+738.6% | $10,799+874.9% | $12,309+755.3% |