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 | $492,266 | $102,317+381.1% | $146,958+235.0% | $80,856+508.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.44% | 134.76%-118.3pp | 418.34%-401.9pp | 35.59%-19.2pp |
| Employer contribution / active EE | $10,647 | $3,713+186.7% | $4,933+115.8% | $2,755+286.5% |
| Participant deferral / active EE | $15,110 | $6,644+127.4% | $8,070+87.2% | $4,296+251.7% |
| Admin fee / account holder | $3,047 | $7,941-61.6% | $12,998-76.6% | $6,918-56.0% |