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 | $421,253 | $84,233+400.1% | $170,442+147.2% | $70,131+500.7% |
| Participation rate | 89.4% | 70.8%+18.5pp | 83.6%+5.8pp | 69.5%+19.8pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.93%-205.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $12,832 | $3,387+278.9% | $5,433+136.2% | $2,342+447.8% |
| Participant deferral / active EE | $3,636 | $3,086+17.8% | $4,939-26.4% | $3,332+9.1% |
| Admin fee / account holder | $14,771 | $5,698+159.2% | $13,880+6.4% | $4,645+218.0% |