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 | $423,197 | $209,832+101.7% | $189,513+123.3% | $167,490+152.7% |
| Participation rate | 77.8% | 88.7%-10.9pp | 87.8%-10.0pp | 82.1%-4.3pp |
| Annual return | 12.47% | 748.27%-735.8pp | 555.15%-542.7pp | 478.56%-466.1pp |
| Employer contribution / active EE | $4,167 | $6,914-39.7% | $6,162-32.4% | $4,837-13.9% |
| Participant deferral / active EE | $8,142 | $8,935-8.9% | $8,221-1.0% | $6,341+28.4% |
| Admin fee / account holder | $19,971 | $14,293+39.7% | $12,045+65.8% | $12,309+62.2% |