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 | $687,060 | $159,901+329.7% | $146,958+367.5% | $145,922+370.8% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+12.0pp | 80.3%+13.8pp |
| Annual return | 13.28% | 98.13%-84.9pp | 418.34%-405.1pp | 561.29%-548.0pp |
| Employer contribution / active EE | $20,367 | $5,286+285.3% | $4,933+312.9% | $4,660+337.1% |
| Participant deferral / active EE | $9,638 | $8,428+14.3% | $8,070+19.4% | $6,688+44.1% |
| Admin fee / account holder | $1,938 | $15,044-87.1% | $12,998-85.1% | $13,397-85.5% |