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 | $261,194 | $211,958+23.2% | $169,463+54.1% | $135,375+92.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 4.00% | 3.26%+0.7pp | 1.83%+2.2pp | 519.73%-515.7pp |
| Employer contribution / active EE | $5,100 | $5,120-0.4% | $4,159+22.6% | $4,779+6.7% |
| Participant deferral / active EE | $18,500 | $6,075+204.5% | $5,277+250.6% | $5,609+229.8% |
| Admin fee / account holder | $12,500 | $11,471+9.0% | $9,109+37.2% | $10,827+15.5% |