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 9-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 | $1,444,934 | $127,065+1037.2% | $113,168+1176.8% | $142,382+914.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.14% | 24.03%-9.9pp | 24.27%-10.1pp | 217.08%-202.9pp |
| Employer contribution / active EE | $3,373 | $3,442-2.0% | $2,975+13.4% | $4,299-21.5% |
| Participant deferral / active EE | $12,437 | $5,716+117.6% | $5,107+143.5% | $6,507+91.1% |
| Admin fee / account holder | $57,718 | $15,736+266.8% | $12,068+378.3% | $12,624+357.2% |