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 | $2,287,963 | $183,519+1146.7% | $155,509+1371.3% | $145,922+1467.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.46% | 61.17%-48.7pp | 64.67%-52.2pp | 561.29%-548.8pp |
| Employer contribution / active EE | $34,500 | $5,313+549.4% | $4,672+638.4% | $4,660+640.4% |
| Participant deferral / active EE | $21,000 | $6,462+225.0% | $5,626+273.3% | $6,688+214.0% |
| Admin fee / account holder | $8,659 | $19,313-55.2% | $15,912-45.6% | $13,397-35.4% |