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 | $338,903 | $73,515+361.0% | $62,995+438.0% | $147,584+129.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 19.02% | 175.43%-156.4pp | 87.57%-68.6pp | 578.55%-559.5pp |
| Employer contribution / active EE | $2,512 | $3,320-24.4% | $2,759-9.0% | $4,876-48.5% |
| Participant deferral / active EE | $9,729 | $4,185+132.5% | $3,329+192.2% | $5,439+78.9% |
| Admin fee / account holder | $413 | $5,953-93.1% | $3,600-88.5% | $10,885-96.2% |