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 | $749,801 | $110,257+580.0% | $96,544+676.6% | $139,434+437.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.64% | 26.32%-13.7pp | 25.84%-13.2pp | 372.94%-360.3pp |
| Employer contribution / active EE | $48,633 | $3,620+1243.6% | $2,965+1540.3% | $4,751+923.7% |
| Participant deferral / active EE | $0 | $5,548-100.0% | $4,851-100.0% | $6,710-100.0% |
| Admin fee / account holder | $30,634 | $11,591+164.3% | $8,252+271.2% | $11,403+168.7% |