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 | $488,451 | $109,881+344.5% | $150,045+225.5% | $84,808+476.0% |
| Participation rate | 96.0% | 76.1%+19.9pp | 82.3%+13.7pp | 68.3%+27.7pp |
| Annual return | 15.04% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $8,338 | $3,561+134.1% | $4,693+77.7% | $2,631+216.9% |
| Participant deferral / active EE | $7,034 | $6,636+6.0% | $7,997-12.0% | $4,212+67.0% |
| Admin fee / account holder | $27,270 | $8,568+218.3% | $13,435+103.0% | $7,344+271.3% |