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 | $795,779 | $78,422+914.7% | $95,952+729.4% | $79,858+896.5% |
| Participation rate | 97.2% | 73.5%+23.7pp | 77.1%+20.1pp | 69.6%+27.6pp |
| Annual return | 228.54% | 19.37%+209.2pp | 91.61%+136.9pp | 31.71%+196.8pp |
| Employer contribution / active EE | $7,697 | $1,945+295.7% | $2,541+202.9% | $2,471+211.5% |
| Participant deferral / active EE | $5,960 | $3,440+73.3% | $4,167+43.0% | $3,740+59.3% |
| Admin fee / account holder | $1,253 | $5,622-77.7% | $6,795-81.6% | $5,306-76.4% |