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 | $2,652,197 | $183,519+1345.2% | $155,509+1605.5% | $145,922+1717.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 20.90% | 61.17%-40.3pp | 64.67%-43.8pp | 561.29%-540.4pp |
| Employer contribution / active EE | $2,438 | $5,313-54.1% | $4,672-47.8% | $4,660-47.7% |
| Participant deferral / active EE | $3,813 | $6,462-41.0% | $5,626-32.2% | $6,688-43.0% |
| Admin fee / account holder | $520,801 | $19,313+2596.6% | $15,912+3173.0% | $13,397+3787.5% |