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 | $488,384 | $214,378+127.8% | $200,582+143.5% | $142,382+243.0% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 15.67% | 46.41%-30.7pp | 42.33%-26.7pp | 217.08%-201.4pp |
| Employer contribution / active EE | $5,300 | $6,841-22.5% | $6,419-17.4% | $4,299+23.3% |
| Participant deferral / active EE | $10,599 | $9,865+7.4% | $9,331+13.6% | $6,507+62.9% |
| Admin fee / account holder | $11,235 | $17,692-36.5% | $16,305-31.1% | $12,624-11.0% |