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 | $345,596 | $165,984+108.2% | $164,813+109.7% | $145,922+136.8% |
| Participation rate | 93.8% | 82.0%+11.7pp | 78.6%+15.1pp | 80.3%+13.5pp |
| Annual return | 12.99% | 100.03%-87.0pp | 69.93%-56.9pp | 561.29%-548.3pp |
| Employer contribution / active EE | $0 | $5,273-100.0% | $4,341-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,651 | $6,959-47.5% | $6,031-39.5% | $6,688-45.4% |
| Admin fee / account holder | $37,311 | $16,648+124.1% | $12,690+194.0% | $13,397+178.5% |