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 | $322,642 | $201,272+60.3% | $184,203+75.2% | $145,922+121.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 87.40% | 29.00%+58.4pp | 28.81%+58.6pp | 561.29%-473.9pp |
| Employer contribution / active EE | $3,013 | $7,022-57.1% | $6,427-53.1% | $4,660-35.3% |
| Participant deferral / active EE | $28,500 | $9,806+190.6% | $9,131+212.1% | $6,688+326.2% |
| Admin fee / account holder | $7,739 | $16,364-52.7% | $13,901-44.3% | $13,397-42.2% |