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 | $860,249 | $158,817+441.7% | $121,196+609.8% | $135,375+535.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | 0.00% | -0.64%+0.6pp | 16.93%-16.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $55,000 | $5,665+870.9% | $4,022+1267.6% | $4,779+1050.9% |
| Participant deferral / active EE | $1,500 | $4,005-62.5% | $3,344-55.2% | $5,609-73.3% |
| Admin fee / account holder | $18,894 | $6,512+190.1% | $5,019+276.4% | $10,827+74.5% |