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 3-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 | $344,347 | $148,534+131.8% | $135,903+153.4% | $139,434+147.0% |
| Participation rate | 95.5% | 83.9%+11.6pp | 81.9%+13.5pp | 80.3%+15.1pp |
| Annual return | 0.00% | 79.19%-79.2pp | 68.23%-68.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $3,250 | $5,243-38.0% | $4,856-33.1% | $4,751-31.6% |
| Participant deferral / active EE | $9,566 | $8,100+18.1% | $7,758+23.3% | $6,710+42.6% |
| Admin fee / account holder | $35,412 | $12,400+185.6% | $10,762+229.0% | $11,403+210.6% |