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 5-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 | $280,365 | $102,317+174.0% | $146,958+90.8% | $80,856+246.7% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.2%+10.9pp | 67.6%+25.5pp |
| Annual return | 19.17% | 134.76%-115.6pp | 418.34%-399.2pp | 35.59%-16.4pp |
| Employer contribution / active EE | $22,958 | $3,713+518.3% | $4,933+365.4% | $2,755+733.4% |
| Participant deferral / active EE | $19,080 | $6,644+187.2% | $8,070+136.4% | $4,296+344.2% |
| Admin fee / account holder | $2,047 | $7,941-74.2% | $12,998-84.3% | $6,918-70.4% |