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 9-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 | $333,314 | $165,984+100.8% | $164,813+102.2% | $145,922+128.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.84% | 100.03%-87.2pp | 69.93%-57.1pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,468 | $5,273-53.2% | $4,341-43.1% | $4,660-47.0% |
| Participant deferral / active EE | $5,294 | $6,959-23.9% | $6,031-12.2% | $6,688-20.8% |
| Admin fee / account holder | $51,906 | $16,648+211.8% | $12,690+309.0% | $13,397+287.4% |