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 9-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 | $712,300 | $159,901+345.5% | $146,958+384.7% | $145,922+388.1% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+12.0pp | 80.3%+13.8pp |
| Annual return | 18.13% | 98.13%-80.0pp | 418.34%-400.2pp | 561.29%-543.2pp |
| Employer contribution / active EE | $14,835 | $5,286+180.6% | $4,933+200.7% | $4,660+218.4% |
| Participant deferral / active EE | $8,893 | $8,428+5.5% | $8,070+10.2% | $6,688+33.0% |
| Admin fee / account holder | $13,350 | $15,044-11.3% | $12,998+2.7% | $13,397-0.4% |