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 7-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 | $2,055,552 | $159,602+1187.9% | $150,045+1270.0% | $142,382+1343.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.01% | 70.24%-54.2pp | 62.55%-46.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $33,698 | $4,961+579.3% | $4,693+618.0% | $4,299+683.8% |
| Participant deferral / active EE | $30,000 | $8,310+261.0% | $7,997+275.1% | $6,507+361.0% |
| Admin fee / account holder | $8,855 | $14,846-40.4% | $13,435-34.1% | $12,624-29.9% |