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 | $3,121,803 | $209,411+1390.8% | $178,490+1649.0% | $158,922+1864.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.73% | 188.75%-166.0pp | 151.07%-128.3pp | 302.83%-280.1pp |
| Employer contribution / active EE | $13,568 | $5,706+137.8% | $5,011+170.8% | $4,761+185.0% |
| Participant deferral / active EE | $14,300 | $5,954+140.2% | $5,202+174.9% | $5,982+139.0% |
| Admin fee / account holder | $726 | $17,074-95.7% | $13,984-94.8% | $11,246-93.5% |