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 | $334,744 | $177,572+88.5% | $154,803+116.2% | $142,382+135.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.31% | 65.07%-42.8pp | 58.88%-36.6pp | 217.08%-194.8pp |
| Employer contribution / active EE | $2,676 | $4,810-44.4% | $4,305-37.9% | $4,299-37.8% |
| Participant deferral / active EE | $8,587 | $6,272+36.9% | $5,540+55.0% | $6,507+32.0% |
| Admin fee / account holder | $631 | $16,786-96.2% | $14,329-95.6% | $12,624-95.0% |