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 9-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 | $710,417 | $96,557+635.8% | $80,975+777.3% | $273,961+159.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.58% | 15.14%-8.6pp | 17.10%-10.5pp | 41.45%-34.9pp |
| Employer contribution / active EE | $3,000 | $4,868-38.4% | $3,714-19.2% | $4,869-38.4% |
| Participant deferral / active EE | $0 | $6,598-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,212 | $7,492-43.8% | $5,516-23.6% | $10,132-58.4% |