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 | $344,854 | $106,355+224.2% | $237,244+45.4% | $116,875+195.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 80.3%+19.7pp | 74.5%+25.5pp |
| Annual return | 11.17% | 17.03%-5.9pp | 4131.29%-4120.1pp | 16.29%-5.1pp |
| Employer contribution / active EE | $602 | $1,595-62.2% | $4,351-86.2% | $3,288-81.7% |
| Participant deferral / active EE | $0 | $3,396-100.0% | $4,056-100.0% | $3,885-100.0% |
| Admin fee / account holder | $19,551 | $11,423+71.2% | $18,030+8.4% | $12,263+59.4% |