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 | $252,887 | $99,985+152.9% | $146,665+72.4% | $85,850+194.6% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 16.74% | 18.93%-2.2pp | 22.74%-6.0pp | 318.53%-301.8pp |
| Employer contribution / active EE | $4,293 | $2,559+67.8% | $4,136+3.8% | $2,565+67.4% |
| Participant deferral / active EE | $4,918 | $4,006+22.8% | $5,506-10.7% | $3,952+24.5% |
| Admin fee / account holder | $2,105 | $7,702-72.7% | $10,280-79.5% | $6,260-66.4% |