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 | $1,921,621 | $183,963+944.6% | $162,163+1085.0% | $152,861+1157.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 28.57% | 150.76%-122.2pp | 115.59%-87.0pp | 345.32%-316.7pp |
| Employer contribution / active EE | $36,325 | $6,371+470.2% | $5,614+547.1% | $4,762+662.8% |
| Participant deferral / active EE | $4,203 | $8,034-47.7% | $7,298-42.4% | $5,850-28.2% |
| Admin fee / account holder | $100,872 | $13,121+668.8% | $10,843+830.3% | $11,596+769.8% |