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 | $2,268,067 | $183,519+1135.9% | $155,509+1358.5% | $145,922+1454.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.75% | 61.17%-41.4pp | 64.67%-44.9pp | 561.29%-541.5pp |
| Employer contribution / active EE | $54,364 | $5,313+923.3% | $4,672+1063.5% | $4,660+1066.7% |
| Participant deferral / active EE | $30,727 | $6,462+375.5% | $5,626+446.1% | $6,688+359.5% |
| Admin fee / account holder | $118,273 | $19,313+512.4% | $15,912+643.3% | $13,397+782.8% |