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 4-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 | $571,277 | $138,347+312.9% | $184,203+210.1% | $80,856+606.5% |
| Participation rate | 90.3% | 83.9%+6.5pp | 86.8%+3.5pp | 67.6%+22.7pp |
| Annual return | 242.44% | 20.02%+222.4pp | 28.81%+213.6pp | 35.59%+206.8pp |
| Employer contribution / active EE | $4,083 | $4,850-15.8% | $6,427-36.5% | $2,755+48.2% |
| Participant deferral / active EE | $7,692 | $7,071+8.8% | $9,131-15.8% | $4,296+79.1% |
| Admin fee / account holder | $1,210 | $10,483-88.5% | $13,901-91.3% | $6,918-82.5% |