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 | $293,273 | $96,635+203.5% | $86,612+238.6% | $139,434+110.3% |
| Participation rate | 95.0% | 74.4%+20.6pp | 71.7%+23.3pp | 80.3%+14.7pp |
| Annual return | 15.64% | 106.41%-90.8pp | 591.07%-575.4pp | 372.94%-357.3pp |
| Employer contribution / active EE | $5,000 | $3,263+53.2% | $3,022+65.4% | $4,751+5.2% |
| Participant deferral / active EE | $7,621 | $4,836+57.6% | $4,438+71.7% | $6,710+13.6% |
| Admin fee / account holder | $1,290 | $6,408-79.9% | $5,614-77.0% | $11,403-88.7% |