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 | $787,111 | $89,753+777.0% | $107,525+632.0% | $84,808+828.1% |
| Participation rate | 97.0% | 68.1%+28.9pp | 75.1%+21.9pp | 68.3%+28.7pp |
| Annual return | 18.84% | 29.48%-10.6pp | 181.32%-162.5pp | 40.90%-22.1pp |
| Employer contribution / active EE | $7,800 | $3,113+150.5% | $3,754+107.8% | $2,631+196.5% |
| Participant deferral / active EE | $11,823 | $4,056+191.5% | $5,116+131.1% | $4,212+180.7% |
| Admin fee / account holder | $34,823 | $7,222+382.2% | $8,919+290.5% | $7,344+374.2% |