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 | $546,089 | $116,175+370.1% | $93,606+483.4% | $152,861+257.2% |
| Participation rate | 92.9% | 78.0%+14.8pp | 75.8%+17.0pp | 82.4%+10.4pp |
| Annual return | 56.59% | 35.96%+20.6pp | 32.76%+23.8pp | 345.32%-288.7pp |
| Employer contribution / active EE | $64,255 | $3,218+1896.7% | $2,718+2264.1% | $4,762+1249.2% |
| Participant deferral / active EE | $0 | $4,603-100.0% | $4,069-100.0% | $5,850-100.0% |
| Admin fee / account holder | $36,265 | $10,748+237.4% | $7,888+359.7% | $11,596+212.7% |