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 | $2,306,554 | $177,572+1198.9% | $154,803+1390.0% | $142,382+1520.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.64% | 65.07%-49.4pp | 58.88%-43.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $44,281 | $4,810+820.5% | $4,305+928.5% | $4,299+930.0% |
| Participant deferral / active EE | $29,531 | $6,272+370.9% | $5,540+433.0% | $6,507+353.8% |
| Admin fee / account holder | $725,423 | $16,786+4221.7% | $14,329+4962.6% | $12,624+5646.5% |