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 | $1,994,588 | $177,572+1023.3% | $154,803+1188.5% | $142,382+1300.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.15% | 65.07%-46.9pp | 58.88%-40.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $7,301 | $4,810+51.8% | $4,305+69.6% | $4,299+69.8% |
| Participant deferral / active EE | $11,933 | $6,272+90.3% | $5,540+115.4% | $6,507+83.4% |
| Admin fee / account holder | $71,846 | $16,786+328.0% | $14,329+401.4% | $12,624+469.1% |