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 | $642,038 | $80,717+695.4% | $154,803+314.7% | $84,808+657.1% |
| Participation rate | 91.4% | 66.8%+24.6pp | 78.1%+13.4pp | 68.3%+23.1pp |
| Annual return | 13.88% | 37.96%-24.1pp | 58.88%-45.0pp | 40.90%-27.0pp |
| Employer contribution / active EE | $4,716 | $2,761+70.8% | $4,305+9.5% | $2,631+79.2% |
| Participant deferral / active EE | $6,551 | $3,303+98.3% | $5,540+18.2% | $4,212+55.5% |
| Admin fee / account holder | $117,858 | $6,746+1647.2% | $14,329+722.5% | $7,344+1504.9% |