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 10-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 | $332,595 | $160,055+107.8% | $140,016+137.5% | $135,375+145.7% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.5%+6.3pp | 82.6%+11.1pp |
| Annual return | -8.32% | 911.38%-919.7pp | 651.12%-659.4pp | 519.73%-528.1pp |
| Employer contribution / active EE | $19,652 | $6,420+206.1% | $5,606+250.6% | $4,779+311.2% |
| Participant deferral / active EE | $19,659 | $7,642+157.3% | $6,927+183.8% | $5,609+250.5% |
| Admin fee / account holder | $2,860 | $13,328-78.5% | $10,705-73.3% | $10,827-73.6% |