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 6-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 | $765,882 | $77,314+890.6% | $177,989+330.3% | $80,856+847.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 14.97% | 18.09%-3.1pp | 294.48%-279.5pp | 35.59%-20.6pp |
| Employer contribution / active EE | $20,168 | $2,292+779.9% | $3,949+410.8% | $2,755+632.1% |
| Participant deferral / active EE | $16,856 | $4,411+282.2% | $6,276+168.6% | $4,296+292.4% |
| Admin fee / account holder | $107,148 | $7,191+1390.0% | $10,363+933.9% | $6,918+1448.8% |