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 8-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 | $316,394 | $70,606+348.1% | $53,898+487.0% | $142,382+122.2% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 10.03% | 619.81%-609.8pp | 528.60%-518.6pp | 217.08%-207.0pp |
| Employer contribution / active EE | $31,584 | $1,202+2527.4% | $932+3288.6% | $4,299+634.7% |
| Participant deferral / active EE | $18,375 | $2,364+677.3% | $1,826+906.2% | $6,507+182.4% |
| Admin fee / account holder | $604 | $2,852-78.8% | $2,491-75.8% | $12,624-95.2% |