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 | $3,244,184 | $183,519+1667.8% | $155,509+1986.2% | $145,922+2123.2% |
| Participation rate | 73.3% | 82.7%-9.3pp | 78.2%-4.9pp | 80.3%-6.9pp |
| Annual return | 25.27% | 61.17%-35.9pp | 64.67%-39.4pp | 561.29%-536.0pp |
| Employer contribution / active EE | $19,406 | $5,313+265.3% | $4,672+315.3% | $4,660+316.5% |
| Participant deferral / active EE | $17,092 | $6,462+164.5% | $5,626+203.8% | $6,688+155.6% |
| Admin fee / account holder | $12,862 | $19,313-33.4% | $15,912-19.2% | $13,397-4.0% |