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 5-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 | $318,193 | $155,788+104.2% | $124,672+155.2% | $167,490+90.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 0.00% | 17.97%-18.0pp | 5142.93%-5142.9pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,241 | $4,163-70.2% | $3,324-62.7% | $4,837-74.3% |
| Participant deferral / active EE | $2,350 | $5,673-58.6% | $4,614-49.1% | $6,341-62.9% |
| Admin fee / account holder | $1,604 | $9,531-83.2% | $7,493-78.6% | $12,309-87.0% |