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 5-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 | $3,215,528 | $169,032+1802.3% | $129,207+2388.7% | $145,922+2103.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.48% | 14330.11%-14319.6pp | 9417.33%-9406.8pp | 561.29%-550.8pp |
| Employer contribution / active EE | $57,500 | $5,537+938.6% | $4,153+1284.5% | $4,660+1134.0% |
| Participant deferral / active EE | $15,250 | $4,987+205.8% | $4,168+265.9% | $6,688+128.0% |
| Admin fee / account holder | $10,448 | $9,954+5.0% | $7,715+35.4% | $13,397-22.0% |