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 4-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 | $370,853 | $90,503+309.8% | $78,689+371.3% | $273,961+35.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.43% | 75.60%-73.2pp | 62.18%-59.7pp | 41.45%-39.0pp |
| Employer contribution / active EE | $22,319 | $3,176+602.8% | $2,851+682.9% | $4,869+358.4% |
| Participant deferral / active EE | $15,000 | $3,901+284.5% | $3,517+326.5% | $5,287+183.7% |
| Admin fee / account holder | $3,514 | $5,263-33.2% | $4,510-22.1% | $10,132-65.3% |