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 | $3,608,164 | $159,901+2156.5% | $146,958+2355.2% | $145,922+2372.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.06% | 98.13%-85.1pp | 418.34%-405.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $20,263 | $5,286+283.3% | $4,933+310.8% | $4,660+334.9% |
| Participant deferral / active EE | $41,750 | $8,428+395.4% | $8,070+417.4% | $6,688+524.3% |
| Admin fee / account holder | $5,972 | $15,044-60.3% | $12,998-54.1% | $13,397-55.4% |