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 | $3,771,216 | $159,901+2258.5% | $146,958+2466.2% | $145,922+2484.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 29.60% | 98.13%-68.5pp | 418.34%-388.7pp | 561.29%-531.7pp |
| Employer contribution / active EE | $5,183 | $5,286-2.0% | $4,933+5.1% | $4,660+11.2% |
| Participant deferral / active EE | $8,805 | $8,428+4.5% | $8,070+9.1% | $6,688+31.7% |
| Admin fee / account holder | $110,706 | $15,044+635.9% | $12,998+751.7% | $13,397+726.3% |