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 10-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 | $257,462 | $70,428+265.6% | $96,562+166.6% | $85,850+199.9% |
| Participation rate | 89.1% | 61.8%+27.3pp | 69.8%+19.2pp | 69.3%+19.7pp |
| Annual return | 13.57% | 18.59%-5.0pp | 37.78%-24.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $2,412 | $1,413+70.7% | $2,356+2.3% | $2,565-6.0% |
| Participant deferral / active EE | $6,719 | $2,894+132.2% | $3,849+74.6% | $3,952+70.0% |
| Admin fee / account holder | $3,857 | $4,997-22.8% | $6,181-37.6% | $6,260-38.4% |