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 | $254,417 | $99,985+154.5% | $146,665+73.5% | $85,850+196.4% |
| Participation rate | 87.5% | 73.1%+14.4pp | 80.1%+7.4pp | 69.3%+18.2pp |
| Annual return | 15.92% | 18.93%-3.0pp | 22.74%-6.8pp | 318.53%-302.6pp |
| Employer contribution / active EE | $5,308 | $2,559+107.5% | $4,136+28.3% | $2,565+107.0% |
| Participant deferral / active EE | $6,139 | $4,006+53.3% | $5,506+11.5% | $3,952+55.4% |
| Admin fee / account holder | $3,668 | $7,702-52.4% | $10,280-64.3% | $6,260-41.4% |