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 | $419,639 | $56,053+648.6% | $75,972+452.4% | $80,856+419.0% |
| Participation rate | 93.7% | 62.0%+31.6pp | 69.1%+24.6pp | 67.6%+26.0pp |
| Annual return | 17.21% | 20.53%-3.3pp | 359.55%-342.3pp | 35.59%-18.4pp |
| Employer contribution / active EE | $13,300 | $1,874+609.7% | $2,685+395.4% | $2,755+382.8% |
| Participant deferral / active EE | $16,683 | $3,052+446.7% | $4,255+292.0% | $4,296+288.4% |
| Admin fee / account holder | $31,501 | $5,234+501.9% | $6,467+387.1% | $6,918+355.4% |