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 | $2,618,549 | $173,345+1410.6% | $136,007+1825.3% | $145,922+1694.5% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 29.44% | 1163.32%-1133.9pp | 579.32%-549.9pp | 561.29%-531.8pp |
| Employer contribution / active EE | $12,500 | $5,278+136.8% | $4,217+196.5% | $4,660+168.3% |
| Participant deferral / active EE | $15,250 | $8,699+75.3% | $7,025+117.1% | $6,688+128.0% |
| Admin fee / account holder | $15,887 | $9,954+59.6% | $6,858+131.6% | $13,397+18.6% |