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 | $466,981 | $160,055+191.8% | $140,016+233.5% | $135,375+245.0% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -2.74% | 911.38%-914.1pp | 651.12%-653.9pp | 519.73%-522.5pp |
| Employer contribution / active EE | $2,778 | $6,420-56.7% | $5,606-50.4% | $4,779-41.9% |
| Participant deferral / active EE | $5,925 | $7,642-22.5% | $6,927-14.5% | $5,609+5.6% |
| Admin fee / account holder | $377 | $13,328-97.2% | $10,705-96.5% | $10,827-96.5% |