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 7-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 | $987,971 | $77,145+1180.7% | $108,410+811.3% | $85,850+1050.8% |
| Participation rate | 84.6% | 74.7%+9.9pp | 80.1%+4.5pp | 69.3%+15.3pp |
| Annual return | 140.15% | 44.54%+95.6pp | 905.27%-765.1pp | 318.53%-178.4pp |
| Employer contribution / active EE | $2,101 | $2,379-11.7% | $3,558-41.0% | $2,565-18.1% |
| Participant deferral / active EE | $12,776 | $5,566+129.5% | $6,563+94.7% | $3,952+223.3% |
| Admin fee / account holder | $4,338 | $5,172-16.1% | $7,295-40.5% | $6,260-30.7% |