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 | $496,016 | $117,983+320.4% | $101,794+387.3% | $142,382+248.4% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 24.16% | 36.92%-12.8pp | 30.53%-6.4pp | 217.08%-192.9pp |
| Employer contribution / active EE | $3,367 | $2,773+21.4% | $2,289+47.1% | $4,299-21.7% |
| Participant deferral / active EE | $14,075 | $4,714+198.6% | $4,084+244.6% | $6,507+116.3% |
| Admin fee / account holder | $4,395 | $10,433-57.9% | $8,777-49.9% | $12,624-65.2% |