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 | $597,453 | $148,978+301.0% | $200,582+197.9% | $84,808+604.5% |
| Participation rate | 90.7% | 84.2%+6.5pp | 86.9%+3.8pp | 68.3%+22.4pp |
| Annual return | 15.01% | 28.16%-13.2pp | 42.33%-27.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $3,074 | $4,815-36.2% | $6,419-52.1% | $2,631+16.8% |
| Participant deferral / active EE | $19,481 | $7,142+172.8% | $9,331+108.8% | $4,212+362.6% |
| Admin fee / account holder | $84,261 | $13,977+502.8% | $16,305+416.8% | $7,344+1047.4% |