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 | $2,057,561 | $159,602+1189.2% | $150,045+1271.3% | $142,382+1345.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.66% | 70.24%-53.6pp | 62.55%-45.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $10,240 | $4,961+106.4% | $4,693+118.2% | $4,299+138.2% |
| Participant deferral / active EE | $36,375 | $8,310+337.7% | $7,997+354.9% | $6,507+459.0% |
| Admin fee / account holder | $619,444 | $14,846+4072.3% | $13,435+4510.8% | $12,624+4807.0% |