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 7-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 | $1,978,323 | $165,335+1096.6% | $149,696+1221.6% | $158,922+1144.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.89% | 348.15%-331.3pp | 276.60%-259.7pp | 302.83%-285.9pp |
| Employer contribution / active EE | $7,500 | $5,103+47.0% | $4,644+61.5% | $4,761+57.5% |
| Participant deferral / active EE | $8,500 | $7,181+18.4% | $6,842+24.2% | $5,982+42.1% |
| Admin fee / account holder | $11,100 | $10,807+2.7% | $9,309+19.2% | $11,246-1.3% |