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 7-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 | $453,379 | $114,381+296.4% | $107,525+321.7% | $142,382+218.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 16.33% | 242.71%-226.4pp | 181.32%-165.0pp | 217.08%-200.7pp |
| Employer contribution / active EE | $5,322 | $4,015+32.6% | $3,754+41.8% | $4,299+23.8% |
| Participant deferral / active EE | $21,914 | $5,564+293.8% | $5,116+328.4% | $6,507+236.8% |
| Admin fee / account holder | $3,726 | $9,860-62.2% | $8,919-58.2% | $12,624-70.5% |