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 | $561,200 | $102,317+448.5% | $146,958+281.9% | $80,856+594.1% |
| Participation rate | 97.8% | 75.8%+22.0pp | 82.2%+15.7pp | 67.6%+30.2pp |
| Annual return | 19.02% | 134.76%-115.7pp | 418.34%-399.3pp | 35.59%-16.6pp |
| Employer contribution / active EE | $23,267 | $3,713+526.6% | $4,933+371.7% | $2,755+744.6% |
| Participant deferral / active EE | $15,399 | $6,644+131.8% | $8,070+90.8% | $4,296+258.5% |
| Admin fee / account holder | $7,266 | $7,941-8.5% | $12,998-44.1% | $6,918+5.0% |