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 | $465,928 | $165,335+181.8% | $149,696+211.2% | $158,922+193.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.00% | 348.15%-348.1pp | 276.60%-276.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $18,214 | $5,103+257.0% | $4,644+292.2% | $4,761+282.6% |
| Participant deferral / active EE | $12,280 | $7,181+71.0% | $6,842+79.5% | $5,982+105.3% |
| Admin fee / account holder | $2,662 | $10,807-75.4% | $9,309-71.4% | $11,246-76.3% |