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 9-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 | $1,874,906 | $105,931+1669.9% | $81,930+2188.4% | $158,922+1079.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 17.76% | 38.17%-20.4pp | 29.49%-11.7pp | 302.83%-285.1pp |
| Employer contribution / active EE | $38,253 | $7,800+390.4% | $4,310+787.5% | $4,761+703.4% |
| Participant deferral / active EE | $18,397 | $13,003+41.5% | $7,107+158.9% | $5,982+207.5% |
| Admin fee / account holder | $3,618 | $8,489-57.4% | $5,158-29.9% | $11,246-67.8% |