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 | $489,269 | $70,879+590.3% | $189,557+158.1% | $79,386+516.3% |
| Participation rate | 95.5% | 68.0%+27.5pp | 78.4%+17.1pp | 70.7%+24.8pp |
| Annual return | 0.00% | 20.70%-20.7pp | 64.17%-64.2pp | 116.85%-116.9pp |
| Employer contribution / active EE | $18,009 | $1,806+897.0% | $4,412+308.1% | $2,427+641.9% |
| Participant deferral / active EE | $0 | $4,081-100.0% | $6,174-100.0% | $4,046-100.0% |
| Admin fee / account holder | $4,104 | $647+533.8% | $9,807-58.2% | $626+555.1% |