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 | $1,819,244 | $157,256+1056.9% | $141,162+1188.8% | $152,861+1090.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 89.38% | 64.32%+25.1pp | 71.39%+18.0pp | 345.32%-255.9pp |
| Employer contribution / active EE | $27,398 | $5,261+420.8% | $4,735+478.6% | $4,762+475.3% |
| Participant deferral / active EE | $25,000 | $7,109+251.6% | $6,709+272.6% | $5,850+327.3% |
| Admin fee / account holder | $40,075 | $12,120+230.6% | $10,261+290.5% | $11,596+245.6% |