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 | $1,935,775 | $183,519+954.8% | $155,509+1144.8% | $145,922+1226.6% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 21.59% | 61.17%-39.6pp | 64.67%-43.1pp | 561.29%-539.7pp |
| Employer contribution / active EE | $34,500 | $5,313+549.4% | $4,672+638.4% | $4,660+640.4% |
| Participant deferral / active EE | $21,296 | $6,462+229.5% | $5,626+278.5% | $6,688+218.4% |
| Admin fee / account holder | $4,497 | $19,313-76.7% | $15,912-71.7% | $13,397-66.4% |