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 6-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 | $2,854,307 | $177,572+1507.4% | $154,803+1743.8% | $142,382+1904.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.35% | 65.07%-52.7pp | 58.88%-46.5pp | 217.08%-204.7pp |
| Employer contribution / active EE | $47,000 | $4,810+877.0% | $4,305+991.6% | $4,299+993.3% |
| Participant deferral / active EE | $30,500 | $6,272+386.3% | $5,540+450.5% | $6,507+368.7% |
| Admin fee / account holder | $16,289 | $16,786-3.0% | $14,329+13.7% | $12,624+29.0% |