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 | $2,183,264 | $197,591+1004.9% | $177,821+1127.8% | $158,922+1273.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.66% | 58.76%-49.1pp | 48.32%-38.7pp | 302.83%-293.2pp |
| Employer contribution / active EE | $4,590 | $6,697-31.5% | $5,918-22.4% | $4,761-3.6% |
| Participant deferral / active EE | $14,300 | $8,405+70.1% | $7,714+85.4% | $5,982+139.0% |
| Admin fee / account holder | $9,329 | $15,399-39.4% | $12,427-24.9% | $11,246-17.0% |