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 | $4,915,276 | $177,572+2668.0% | $154,803+3075.2% | $142,382+3352.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.39% | 65.07%-46.7pp | 58.88%-40.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $48,137 | $4,810+900.7% | $4,305+1018.0% | $4,299+1019.7% |
| Participant deferral / active EE | $31,000 | $6,272+394.3% | $5,540+459.5% | $6,507+376.4% |
| Admin fee / account holder | $431,798 | $16,786+2472.4% | $14,329+2913.4% | $12,624+3320.5% |