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 | $1,837,540 | $133,922+1272.1% | $116,228+1481.0% | $142,382+1190.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 14.14% | 147.76%-133.6pp | 90.06%-75.9pp | 217.08%-202.9pp |
| Employer contribution / active EE | $49,821 | $3,446+1346.0% | $2,994+1563.8% | $4,299+1058.9% |
| Participant deferral / active EE | $2,220 | $5,672-60.9% | $4,953-55.2% | $6,507-65.9% |
| Admin fee / account holder | $4,908 | $14,945-67.2% | $11,989-59.1% | $12,624-61.1% |