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 | $470,584 | $297,529+58.2% | $246,525+90.9% | $357,791+31.5% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 12.05% | -2.25%+14.3pp | 0.46%+11.6pp | 396.79%-384.7pp |
| Employer contribution / active EE | $36,250 | $8,709+316.2% | $7,467+385.5% | $7,508+382.8% |
| Participant deferral / active EE | $0 | $6,076-100.0% | $5,422-100.0% | $5,521-100.0% |
| Admin fee / account holder | $6,426 | $16,212-60.4% | $16,551-61.2% | $28,387-77.4% |