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 | $525,166 | $125,758+317.6% | $169,993+208.9% | $75,163+598.7% |
| Participation rate | 89.1% | 83.6%+5.5pp | 87.0%+2.1pp | 67.2%+21.9pp |
| Annual return | 19.54% | 27.20%-7.7pp | 53.37%-33.8pp | 160.62%-141.1pp |
| Employer contribution / active EE | $29,773 | $4,615+545.2% | $6,785+338.8% | $2,670+1015.2% |
| Participant deferral / active EE | $20,539 | $6,837+200.4% | $10,408+97.3% | $4,125+397.9% |
| Admin fee / account holder | $27,537 | $8,173+236.9% | $12,815+114.9% | $5,651+387.3% |