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 | $2,484,953 | $183,519+1254.1% | $155,509+1497.9% | $145,922+1602.9% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 16.77% | 61.17%-44.4pp | 64.67%-47.9pp | 561.29%-544.5pp |
| Employer contribution / active EE | $34,500 | $5,313+549.4% | $4,672+638.4% | $4,660+640.4% |
| Participant deferral / active EE | $25,682 | $6,462+297.4% | $5,626+356.5% | $6,688+284.0% |
| Admin fee / account holder | $182,632 | $19,313+845.6% | $15,912+1047.8% | $13,397+1263.2% |