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 | $267,437 | $70,669+278.4% | $169,368+57.9% | $75,163+255.8% |
| Participation rate | 92.3% | 64.8%+27.5pp | 77.1%+15.2pp | 67.2%+25.1pp |
| Annual return | 17.38% | 36.36%-19.0pp | 405.60%-388.2pp | 160.62%-143.2pp |
| Employer contribution / active EE | $3,299 | $2,211+49.2% | $4,013-17.8% | $2,670+23.6% |
| Participant deferral / active EE | $16,496 | $4,311+282.7% | $6,221+165.2% | $4,125+299.9% |
| Admin fee / account holder | $725 | $5,402-86.6% | $9,003-91.9% | $5,651-87.2% |