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 | $886,993 | $83,902+957.2% | $167,512+429.5% | $84,808+945.9% |
| Participation rate | 96.9% | 66.5%+30.4pp | 77.1%+19.8pp | 68.3%+28.6pp |
| Annual return | 15.12% | 91.55%-76.4pp | 1615.79%-1600.7pp | 40.90%-25.8pp |
| Employer contribution / active EE | $20,510 | $2,264+806.0% | $3,882+428.4% | $2,631+679.6% |
| Participant deferral / active EE | $18,148 | $4,442+308.5% | $6,405+183.4% | $4,212+330.9% |
| Admin fee / account holder | $7,739 | $7,915-2.2% | $9,769-20.8% | $7,344+5.4% |