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 | $322,127 | $165,335+94.8% | $149,696+115.2% | $158,922+102.7% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 15.86% | 348.15%-332.3pp | 276.60%-260.7pp | 302.83%-287.0pp |
| Employer contribution / active EE | $3,211 | $5,103-37.1% | $4,644-30.9% | $4,761-32.6% |
| Participant deferral / active EE | $4,571 | $7,181-36.3% | $6,842-33.2% | $5,982-23.6% |
| Admin fee / account holder | $4,508 | $10,807-58.3% | $9,309-51.6% | $11,246-59.9% |