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 4-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 | $769,857 | $163,101+372.0% | $136,749+463.0% | $142,382+440.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.78% | 27.54%-7.8pp | 24.33%-4.5pp | 217.08%-197.3pp |
| Employer contribution / active EE | $55,759 | $4,117+1254.5% | $3,400+1540.2% | $4,299+1197.0% |
| Participant deferral / active EE | $31,000 | $5,585+455.1% | $4,692+560.7% | $6,507+376.4% |
| Admin fee / account holder | $320 | $14,318-97.8% | $11,386-97.2% | $12,624-97.5% |