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 | $481,766 | $190,805+152.5% | $159,960+201.2% | $134,475+258.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.97% | 552.23%-569.2pp | 408.60%-425.6pp | 417.96%-434.9pp |
| Employer contribution / active EE | $40,500 | $4,995+710.8% | $4,226+858.4% | $4,740+754.5% |
| Participant deferral / active EE | $23,750 | $6,923+243.1% | $6,182+284.2% | $6,400+271.1% |
| Admin fee / account holder | $6,154 | $10,471-41.2% | $8,698-29.3% | $11,426-46.1% |