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 | $1,997,919 | $214,378+832.0% | $200,582+896.1% | $142,382+1303.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 100.07% | 46.41%+53.7pp | 42.33%+57.7pp | 217.08%-117.0pp |
| Employer contribution / active EE | $41,329 | $6,841+504.1% | $6,419+543.9% | $4,299+861.3% |
| Participant deferral / active EE | $29,933 | $9,865+203.4% | $9,331+220.8% | $6,507+360.0% |
| Admin fee / account holder | $1,787 | $17,692-89.9% | $16,305-89.0% | $12,624-85.8% |