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 | $530,107 | $102,317+418.1% | $146,958+260.7% | $80,856+555.6% |
| Participation rate | 97.0% | 75.8%+21.1pp | 82.2%+14.8pp | 67.6%+29.3pp |
| Annual return | 14.70% | 134.76%-120.1pp | 418.34%-403.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,958 | $3,713-20.3% | $4,933-40.0% | $2,755+7.4% |
| Participant deferral / active EE | $13,377 | $6,644+101.3% | $8,070+65.8% | $4,296+211.4% |
| Admin fee / account holder | $6,427 | $7,941-19.1% | $12,998-50.6% | $6,918-7.1% |