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 | $307,608 | $142,405+116.0% | $115,157+167.1% | $152,861+101.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 20.28% | 41.48%-21.2pp | 35.60%-15.3pp | 345.32%-325.0pp |
| Employer contribution / active EE | $3,273 | $4,010-18.4% | $3,179+3.0% | $4,762-31.3% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,168-100.0% | $5,850-100.0% |
| Admin fee / account holder | $110,879 | $8,462+1210.3% | $7,088+1464.3% | $11,596+856.1% |