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 | $1,766,336 | $148,534+1089.2% | $135,903+1199.7% | $139,434+1166.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.97% | 79.19%-57.2pp | 68.23%-46.3pp | 372.94%-351.0pp |
| Employer contribution / active EE | $25,875 | $5,243+393.5% | $4,856+432.8% | $4,751+444.6% |
| Participant deferral / active EE | $30,000 | $8,100+270.4% | $7,758+286.7% | $6,710+347.1% |
| Admin fee / account holder | $13,346 | $12,400+7.6% | $10,762+24.0% | $11,403+17.0% |