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 | $355,967 | $99,985+256.0% | $146,665+142.7% | $85,850+314.6% |
| Participation rate | 90.3% | 73.1%+17.3pp | 80.1%+10.3pp | 69.3%+21.0pp |
| Annual return | 13.53% | 18.93%-5.4pp | 22.74%-9.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $5,351 | $2,559+109.1% | $4,136+29.4% | $2,565+108.6% |
| Participant deferral / active EE | $10,830 | $4,006+170.4% | $5,506+96.7% | $3,952+174.1% |
| Admin fee / account holder | $3,256 | $7,702-57.7% | $10,280-68.3% | $6,260-48.0% |