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 7-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 | $456,384 | $79,944+470.9% | $98,439+363.6% | $75,163+507.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 41.14% | 19.75%+21.4pp | 21.16%+20.0pp | 160.62%-119.5pp |
| Employer contribution / active EE | $10,697 | $2,264+372.5% | $3,048+250.9% | $2,670+300.6% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,125-100.0% |
| Admin fee / account holder | $8,660 | $6,840+26.6% | $8,948-3.2% | $5,651+53.2% |