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 | $1,997,078 | $177,572+1024.7% | $154,803+1190.1% | $142,382+1302.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.84% | 65.07%-47.2pp | 58.88%-41.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $5,218 | $4,810+8.5% | $4,305+21.2% | $4,299+21.4% |
| Participant deferral / active EE | $20,700 | $6,272+230.1% | $5,540+273.6% | $6,507+218.1% |
| Admin fee / account holder | $87,324 | $16,786+420.2% | $14,329+509.4% | $12,624+591.7% |