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 3-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 | $323,662 | $159,901+102.4% | $146,958+120.2% | $145,922+121.8% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.1pp |
| Annual return | 13.62% | 98.13%-84.5pp | 418.34%-404.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $9,165 | $5,286+73.4% | $4,933+85.8% | $4,660+96.7% |
| Participant deferral / active EE | $5,028 | $8,428-40.3% | $8,070-37.7% | $6,688-24.8% |
| Admin fee / account holder | $24,985 | $15,044+66.1% | $12,998+92.2% | $13,397+86.5% |