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 | $358,532 | $179,726+99.5% | $156,263+129.4% | $142,382+151.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.44% | 77.86%-64.4pp | 59.47%-46.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $3,076 | $5,069-39.3% | $4,333-29.0% | $4,299-28.5% |
| Participant deferral / active EE | $9,867 | $6,956+41.8% | $6,158+60.2% | $6,507+51.6% |
| Admin fee / account holder | $8,792 | $17,272-49.1% | $14,255-38.3% | $12,624-30.4% |