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 7-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 | $536,343 | $176,812+203.3% | $146,665+265.7% | $167,490+220.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.52% | 24.03%-9.5pp | 22.74%-8.2pp | 478.56%-464.0pp |
| Employer contribution / active EE | $15,020 | $5,160+191.1% | $4,136+263.1% | $4,837+210.5% |
| Participant deferral / active EE | $13,029 | $6,440+102.3% | $5,506+136.6% | $6,341+105.5% |
| Admin fee / account holder | $5,348 | $13,259-59.7% | $10,280-48.0% | $12,309-56.6% |