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 | $3,861,399 | $179,726+2048.5% | $156,263+2371.1% | $142,382+2612.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.89% | 77.86%-64.0pp | 59.47%-45.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $19,950 | $5,069+293.6% | $4,333+360.4% | $4,299+364.0% |
| Participant deferral / active EE | $13,504 | $6,956+94.1% | $6,158+119.3% | $6,507+107.5% |
| Admin fee / account holder | $65,952 | $17,272+281.8% | $14,255+362.7% | $12,624+422.4% |