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 7-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 | $322,154 | $97,744+229.6% | $103,476+211.3% | $145,922+120.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 10.92% | 25.41%-14.5pp | 23.90%-13.0pp | 561.29%-550.4pp |
| Employer contribution / active EE | $0 | $4,677-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,500 | $6,603-62.1% | $6,623-62.3% | $6,688-62.6% |
| Admin fee / account holder | $6,042 | $12,515-51.7% | $9,413-35.8% | $13,397-54.9% |