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 8-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 | $504,094 | $145,922+245.5% | $325,387+54.9% | $145,922+245.5% |
| Participation rate | 100.0% | 80.3%+19.7pp | 100.0%0pp | 80.3%+19.7pp |
| Annual return | 16.29% | 561.29%-545.0pp | 16.65%-0.4pp | 561.29%-545.0pp |
| Employer contribution / active EE | $24,157 | $4,660+418.4% | $14,059+71.8% | $4,660+418.4% |
| Participant deferral / active EE | $60,500 | $6,688+804.6% | $35,983+68.1% | $6,688+804.6% |
| Admin fee / account holder | $2,443 | $13,397-81.8% | $1,731+41.1% | $13,397-81.8% |