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 | $3,902,042 | $159,602+2344.9% | $150,045+2500.6% | $142,382+2640.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.97% | 70.24%-54.3pp | 62.55%-46.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $19,685 | $4,961+296.8% | $4,693+319.4% | $4,299+357.9% |
| Participant deferral / active EE | $13,917 | $8,310+67.5% | $7,997+74.0% | $6,507+113.9% |
| Admin fee / account holder | $488,937 | $14,846+3193.3% | $13,435+3539.3% | $12,624+3773.2% |