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 8-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 | $463,043 | $102,317+352.6% | $146,958+215.1% | $80,856+472.7% |
| Participation rate | 95.7% | 75.8%+19.9pp | 82.2%+13.6pp | 67.6%+28.1pp |
| Annual return | 13.51% | 134.76%-121.2pp | 418.34%-404.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $8,193 | $3,713+120.7% | $4,933+66.1% | $2,755+197.4% |
| Participant deferral / active EE | $8,238 | $6,644+24.0% | $8,070+2.1% | $4,296+91.8% |
| Admin fee / account holder | $24,666 | $7,941+210.6% | $12,998+89.8% | $6,918+256.5% |