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 | $264,586 | $190,805+38.7% | $159,960+65.4% | $134,475+96.8% |
| Participation rate | 80.0% | 81.9%-1.9pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -16.09% | 552.23%-568.3pp | 408.60%-424.7pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,750 | $4,995-65.0% | $4,226-58.6% | $4,740-63.1% |
| Participant deferral / active EE | $11,829 | $6,923+70.9% | $6,182+91.3% | $6,400+84.8% |
| Admin fee / account holder | $16,790 | $10,471+60.3% | $8,698+93.0% | $11,426+46.9% |