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 | $469,547 | $60,892+671.1% | $82,389+469.9% | $84,808+453.7% |
| Participation rate | 95.4% | 63.3%+32.1pp | 69.5%+25.8pp | 68.3%+27.1pp |
| Annual return | 17.36% | 37.29%-19.9pp | 28.67%-11.3pp | 40.90%-23.5pp |
| Employer contribution / active EE | $12,469 | $1,779+600.8% | $2,517+395.4% | $2,631+373.9% |
| Participant deferral / active EE | $16,532 | $3,179+420.1% | $4,155+297.9% | $4,212+292.5% |
| Admin fee / account holder | $46,668 | $5,467+753.6% | $7,231+545.4% | $7,344+535.5% |