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 4-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 | $398,844 | $101,724+292.1% | $164,813+142.0% | $80,856+393.3% |
| Participation rate | 98.4% | 71.8%+26.6pp | 78.6%+19.8pp | 67.6%+30.7pp |
| Annual return | 32.66% | 16.72%+15.9pp | 69.93%-37.3pp | 35.59%-2.9pp |
| Employer contribution / active EE | $3,786 | $2,953+28.2% | $4,341-12.8% | $2,755+37.4% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,392 | $8,227-83.1% | $12,690-89.0% | $6,918-79.9% |