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 | $347,399 | $93,571+271.3% | $135,903+155.6% | $75,163+362.2% |
| Participation rate | 92.3% | 75.2%+17.1pp | 81.9%+10.4pp | 67.2%+25.1pp |
| Annual return | 18.81% | 30.90%-12.1pp | 68.23%-49.4pp | 160.62%-141.8pp |
| Employer contribution / active EE | $4,055 | $3,537+14.7% | $4,856-16.5% | $2,670+51.9% |
| Participant deferral / active EE | $10,827 | $6,404+69.1% | $7,758+39.6% | $4,125+162.5% |
| Admin fee / account holder | $13,643 | $6,975+95.6% | $10,762+26.8% | $5,651+141.4% |