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 10-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 | $454,697 | $49,915+810.9% | $154,803+193.7% | $74,304+511.9% |
| Participation rate | 86.9% | 54.0%+33.0pp | 78.1%+8.8pp | 60.3%+26.6pp |
| Annual return | 16.57% | 34.06%-17.5pp | 58.88%-42.3pp | 29.43%-12.9pp |
| Employer contribution / active EE | $26,806 | $1,611+1563.6% | $4,305+522.6% | $2,241+1096.1% |
| Participant deferral / active EE | $5,049 | $2,255+123.9% | $5,540-8.9% | $3,767+34.0% |
| Admin fee / account holder | $26,328 | $2,189+1102.7% | $14,329+83.7% | $2,969+786.8% |