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 5-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 | $449,230 | $158,398+183.6% | $126,539+255.0% | $142,382+215.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.53% | 593.76%-576.2pp | 425.95%-408.4pp | 217.08%-199.5pp |
| Employer contribution / active EE | $20,871 | $4,650+348.8% | $3,674+468.1% | $4,299+385.5% |
| Participant deferral / active EE | $21,013 | $4,767+340.8% | $4,083+414.7% | $6,507+222.9% |
| Admin fee / account holder | $2,142 | $6,918-69.0% | $6,065-64.7% | $12,624-83.0% |