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 | $329,308 | $92,703+255.2% | $82,719+298.1% | $134,475+144.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.61% | 944.92%-963.5pp | 701.18%-719.8pp | 417.96%-436.6pp |
| Employer contribution / active EE | $40,500 | $3,274+1137.1% | $3,009+1246.0% | $4,740+754.5% |
| Participant deferral / active EE | $27,000 | $4,802+462.3% | $4,395+514.3% | $6,400+321.9% |
| Admin fee / account holder | $8,852 | $5,983+48.0% | $5,329+66.1% | $11,426-22.5% |