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 4-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 | $644,146 | $74,888+760.1% | $71,209+804.6% | $142,382+352.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 26.75% | 345.14%-318.4pp | 282.51%-255.8pp | 217.08%-190.3pp |
| Employer contribution / active EE | $31,637 | $2,854+1008.4% | $2,721+1062.7% | $4,299+635.9% |
| Participant deferral / active EE | $22,030 | $4,454+394.6% | $4,175+427.6% | $6,507+238.5% |
| Admin fee / account holder | $2,029 | $5,568-63.6% | $5,349-62.1% | $12,624-83.9% |