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 | $2,585,410 | $177,572+1356.0% | $154,803+1570.1% | $142,382+1715.8% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 16.75% | 65.07%-48.3pp | 58.88%-42.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $17,078 | $4,810+255.0% | $4,305+296.7% | $4,299+297.2% |
| Participant deferral / active EE | $18,860 | $6,272+200.7% | $5,540+240.4% | $6,507+189.8% |
| Admin fee / account holder | $14,250 | $16,786-15.1% | $14,329-0.6% | $12,624+12.9% |