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 | $2,689,403 | $165,984+1520.3% | $164,813+1531.8% | $145,922+1743.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.31% | 100.03%-84.7pp | 69.93%-54.6pp | 561.29%-546.0pp |
| Employer contribution / active EE | $35,000 | $5,273+563.8% | $4,341+706.3% | $4,660+651.1% |
| Participant deferral / active EE | $26,750 | $6,959+284.4% | $6,031+343.5% | $6,688+300.0% |
| Admin fee / account holder | $48,151 | $16,648+189.2% | $12,690+279.4% | $13,397+259.4% |