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 | $494,351 | $127,065+289.1% | $113,168+336.8% | $142,382+247.2% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 21.42% | 24.03%-2.6pp | 24.27%-2.8pp | 217.08%-195.7pp |
| Employer contribution / active EE | $2,138 | $3,442-37.9% | $2,975-28.1% | $4,299-50.3% |
| Participant deferral / active EE | $9,949 | $5,716+74.0% | $5,107+94.8% | $6,507+52.9% |
| Admin fee / account holder | $3,652 | $15,736-76.8% | $12,068-69.7% | $12,624-71.1% |