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 | $373,574 | $176,056+112.2% | $159,436+134.3% | $167,490+123.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $3,903 | $5,297-26.3% | $4,829-19.2% | $4,837-19.3% |
| Participant deferral / active EE | $17,333 | $7,750+123.7% | $7,352+135.8% | $6,341+173.3% |
| Admin fee / account holder | $1,426 | $12,554-88.6% | $10,799-86.8% | $12,309-88.4% |