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 | $1,773,844 | $159,602+1011.4% | $150,045+1082.2% | $142,382+1145.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.59% | 70.24%-50.7pp | 62.55%-43.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $19,325 | $4,961+289.6% | $4,693+311.8% | $4,299+349.5% |
| Participant deferral / active EE | $20,451 | $8,310+146.1% | $7,997+155.7% | $6,507+214.3% |
| Admin fee / account holder | $151,534 | $14,846+920.7% | $13,435+1027.9% | $12,624+1100.4% |