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 10-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 | $343,362 | $165,984+106.9% | $164,813+108.3% | $145,922+135.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.20% | 100.03%-90.8pp | 69.93%-60.7pp | 561.29%-552.1pp |
| Employer contribution / active EE | $3,442 | $5,273-34.7% | $4,341-20.7% | $4,660-26.1% |
| Participant deferral / active EE | $11,953 | $6,959+71.8% | $6,031+98.2% | $6,688+78.7% |
| Admin fee / account holder | $79,265 | $16,648+376.1% | $12,690+524.6% | $13,397+491.7% |