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 | $1,944,960 | $148,534+1209.4% | $135,903+1331.1% | $139,434+1294.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 39.52% | 79.19%-39.7pp | 68.23%-28.7pp | 372.94%-333.4pp |
| Employer contribution / active EE | $67,407 | $5,243+1185.7% | $4,856+1288.1% | $4,751+1318.9% |
| Participant deferral / active EE | $196,431 | $8,100+2325.0% | $7,758+2432.0% | $6,710+2827.3% |
| Admin fee / account holder | $31,865 | $12,400+157.0% | $10,762+196.1% | $11,403+179.5% |