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 | $624,574 | $214,378+191.3% | $200,582+211.4% | $142,382+338.7% |
| Participation rate | 76.5% | 87.4%-11.0pp | 86.9%-10.4pp | 80.1%-3.6pp |
| Annual return | 14.22% | 46.41%-32.2pp | 42.33%-28.1pp | 217.08%-202.9pp |
| Employer contribution / active EE | $3,282 | $6,841-52.0% | $6,419-48.9% | $4,299-23.7% |
| Participant deferral / active EE | $12,230 | $9,865+24.0% | $9,331+31.1% | $6,507+87.9% |
| Admin fee / account holder | $120,026 | $17,692+578.4% | $16,305+636.1% | $12,624+850.8% |