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 | $451,525 | $110,502+308.6% | $80,716+459.4% | $167,490+169.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 12.86% | 120.54%-107.7pp | 87.28%-74.4pp | 478.56%-465.7pp |
| Employer contribution / active EE | $33,735 | $1,543+2086.9% | $1,160+2808.1% | $4,837+597.4% |
| Participant deferral / active EE | $9,500 | $2,871+230.9% | $2,146+342.8% | $6,341+49.8% |
| Admin fee / account holder | $4,092 | $4,545-10.0% | $3,380+21.1% | $12,309-66.8% |