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 | $431,145 | $127,065+239.3% | $113,168+281.0% | $142,382+202.8% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 14.72% | 24.03%-9.3pp | 24.27%-9.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,370 | $3,442-2.1% | $2,975+13.3% | $4,299-21.6% |
| Participant deferral / active EE | $8,537 | $5,716+49.3% | $5,107+67.2% | $6,507+31.2% |
| Admin fee / account holder | $8,414 | $15,736-46.5% | $12,068-30.3% | $12,624-33.4% |