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 | $686,640 | $165,984+313.7% | $164,813+316.6% | $145,922+370.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.14% | 100.03%-90.9pp | 69.93%-60.8pp | 561.29%-552.1pp |
| Employer contribution / active EE | $2,066 | $5,273-60.8% | $4,341-52.4% | $4,660-55.7% |
| Participant deferral / active EE | $4,030 | $6,959-42.1% | $6,031-33.2% | $6,688-39.7% |
| Admin fee / account holder | $220,008 | $16,648+1221.5% | $12,690+1633.7% | $13,397+1542.2% |