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 | $324,029 | $165,984+95.2% | $164,813+96.6% | $145,922+122.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.74% | 100.03%-91.3pp | 69.93%-61.2pp | 561.29%-552.5pp |
| Employer contribution / active EE | $11,876 | $5,273+125.2% | $4,341+173.6% | $4,660+154.9% |
| Participant deferral / active EE | $4,020 | $6,959-42.2% | $6,031-33.4% | $6,688-39.9% |
| Admin fee / account holder | $5,542 | $16,648-66.7% | $12,690-56.3% | $13,397-58.6% |