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 | $1,880,455 | $183,519+924.7% | $155,509+1109.2% | $145,922+1188.7% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 18.50% | 61.17%-42.7pp | 64.67%-46.2pp | 561.29%-542.8pp |
| Employer contribution / active EE | $14,111 | $5,313+165.6% | $4,672+202.0% | $4,660+202.8% |
| Participant deferral / active EE | $10,228 | $6,462+58.3% | $5,626+81.8% | $6,688+52.9% |
| Admin fee / account holder | $12,273 | $19,313-36.5% | $15,912-22.9% | $13,397-8.4% |