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 6-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 | $586,687 | $121,625+382.4% | $104,607+460.8% | $158,922+269.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 0.00% | 465.26%-465.3pp | 340.46%-340.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $16,000 | $3,163+405.9% | $2,681+496.9% | $4,761+236.1% |
| Participant deferral / active EE | $19,000 | $4,177+354.8% | $3,740+408.1% | $5,982+217.6% |
| Admin fee / account holder | $3,922 | $7,787-49.6% | $6,473-39.4% | $11,246-65.1% |