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 | $2,499,085 | $183,519+1261.8% | $155,509+1507.0% | $145,922+1612.6% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 23.97% | 61.17%-37.2pp | 64.67%-40.7pp | 561.29%-537.3pp |
| Employer contribution / active EE | $40,293 | $5,313+658.4% | $4,672+762.4% | $4,660+764.7% |
| Participant deferral / active EE | $3,833 | $6,462-40.7% | $5,626-31.9% | $6,688-42.7% |
| Admin fee / account holder | $44,089 | $19,313+128.3% | $15,912+177.1% | $13,397+229.1% |