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 | $2,094,849 | $168,632+1142.3% | $147,614+1319.1% | $125,391+1570.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 2.58% | 77.65%-75.1pp | 61.98%-59.4pp | 282.22%-279.6pp |
| Employer contribution / active EE | $35,000 | $6,252+459.8% | $5,564+529.0% | $4,866+619.3% |
| Participant deferral / active EE | $24,000 | $5,507+335.8% | $4,895+390.3% | $5,352+348.5% |
| Admin fee / account holder | $12,653 | $13,580-6.8% | $11,611+9.0% | $9,540+32.6% |