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 | $659,559 | $201,272+227.7% | $184,203+258.1% | $145,922+352.0% |
| Participation rate | 78.6% | 87.5%-8.9pp | 86.8%-8.2pp | 80.3%-1.7pp |
| Annual return | 23.16% | 29.00%-5.8pp | 28.81%-5.6pp | 561.29%-538.1pp |
| Employer contribution / active EE | $3,358 | $7,022-52.2% | $6,427-47.7% | $4,660-27.9% |
| Participant deferral / active EE | $11,088 | $9,806+13.1% | $9,131+21.4% | $6,688+65.8% |
| Admin fee / account holder | $373 | $16,364-97.7% | $13,901-97.3% | $13,397-97.2% |