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 | $258,355 | $160,055+61.4% | $140,016+84.5% | $135,375+90.8% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -2.71% | 911.38%-914.1pp | 651.12%-653.8pp | 519.73%-522.4pp |
| Employer contribution / active EE | $2,759 | $6,420-57.0% | $5,606-50.8% | $4,779-42.3% |
| Participant deferral / active EE | $10,046 | $7,642+31.5% | $6,927+45.0% | $5,609+79.1% |
| Admin fee / account holder | $113,944 | $13,328+754.9% | $10,705+964.4% | $10,827+952.4% |