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 | $320,834 | $111,724+187.2% | $93,606+242.7% | $145,922+119.9% |
| Participation rate | 86.7% | 74.2%+12.5pp | 68.7%+17.9pp | 80.3%+6.4pp |
| Annual return | 16.05% | 202.98%-186.9pp | 133.20%-117.1pp | 561.29%-545.2pp |
| Employer contribution / active EE | $2,113 | $3,090-31.6% | $2,420-12.7% | $4,660-54.6% |
| Participant deferral / active EE | $1,398 | $4,912-71.5% | $4,411-68.3% | $6,688-79.1% |
| Admin fee / account holder | $28,810 | $10,250+181.1% | $8,285+247.7% | $13,397+115.1% |