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 | $3,489,984 | $217,402+1505.3% | $185,823+1778.1% | $167,490+1983.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 35.77% | 148.36%-112.6pp | 122.05%-86.3pp | 478.56%-442.8pp |
| Employer contribution / active EE | $19,447 | $5,873+231.1% | $5,167+276.3% | $4,837+302.0% |
| Participant deferral / active EE | $13,000 | $6,356+104.5% | $5,568+133.5% | $6,341+105.0% |
| Admin fee / account holder | $27,036 | $19,811+36.5% | $16,237+66.5% | $12,309+119.6% |