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 | $2,604,567 | $217,402+1098.0% | $185,823+1301.6% | $167,490+1455.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.93% | 148.36%-126.4pp | 122.05%-100.1pp | 478.56%-456.6pp |
| Employer contribution / active EE | $2,829 | $5,873-51.8% | $5,167-45.3% | $4,837-41.5% |
| Participant deferral / active EE | $12,119 | $6,356+90.7% | $5,568+117.7% | $6,341+91.1% |
| Admin fee / account holder | $10,489 | $19,811-47.1% | $16,237-35.4% | $12,309-14.8% |