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 | $263,815 | $160,055+64.8% | $140,016+88.4% | $135,375+94.9% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -7.23% | 911.38%-918.6pp | 651.12%-658.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,981 | $6,420-53.6% | $5,606-46.8% | $4,779-37.6% |
| Participant deferral / active EE | $6,848 | $7,642-10.4% | $6,927-1.1% | $5,609+22.1% |
| Admin fee / account holder | $2,601 | $13,328-80.5% | $10,705-75.7% | $10,827-76.0% |