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 | $461,692 | $203,209+127.2% | $159,436+189.6% | - |
| Participation rate | 0.0% | 77.0%-77.0pp | 82.8%-82.8pp | - |
| Annual return | 20.86% | 10.23%+10.6pp | 263.57%-242.7pp | - |
| Employer contribution / active EE | $0 | $2,919-100.0% | $4,829-100.0% | - |
| Participant deferral / active EE | $0 | $5,954-100.0% | $7,352-100.0% | - |
| Admin fee / account holder | $8,537 | $10,627-19.7% | $10,799-20.9% | - |