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 9-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 | $3,352,297 | $158,398+2016.4% | $126,539+2549.2% | $142,382+2254.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 11.75% | 593.76%-582.0pp | 425.95%-414.2pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,823 | $4,650-60.8% | $3,674-50.4% | $4,299-57.6% |
| Participant deferral / active EE | $15,500 | $4,767+225.2% | $4,083+279.7% | $6,507+138.2% |
| Admin fee / account holder | $133,980 | $6,918+1836.7% | $6,065+2109.2% | $12,624+961.3% |