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 6-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 | $580,596 | $190,805+204.3% | $159,960+263.0% | $134,475+331.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.45% | 552.23%-571.7pp | 408.60%-428.1pp | 417.96%-437.4pp |
| Employer contribution / active EE | $35,000 | $4,995+600.7% | $4,226+728.3% | $4,740+638.5% |
| Participant deferral / active EE | $26,000 | $6,923+275.6% | $6,182+320.5% | $6,400+306.3% |
| Admin fee / account holder | $7,578 | $10,471-27.6% | $8,698-12.9% | $11,426-33.7% |