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 | $579,019 | $137,414+321.4% | $189,513+205.5% | $85,850+574.5% |
| Participation rate | 98.3% | 84.6%+13.7pp | 87.8%+10.5pp | 69.3%+29.0pp |
| Annual return | 20.71% | 38.14%-17.4pp | 555.15%-534.4pp | 318.53%-297.8pp |
| Employer contribution / active EE | $29,740 | $4,344+584.6% | $6,162+382.7% | $2,565+1059.4% |
| Participant deferral / active EE | $17,819 | $6,260+184.7% | $8,221+116.7% | $3,952+350.9% |
| Admin fee / account holder | $927 | $8,630-89.3% | $12,045-92.3% | $6,260-85.2% |