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 | $498,499 | $160,055+211.5% | $140,016+256.0% | $135,375+268.2% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -5.34% | 911.38%-916.7pp | 651.12%-656.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,888 | $6,420-55.0% | $5,606-48.5% | $4,779-39.6% |
| Participant deferral / active EE | $6,913 | $7,642-9.5% | $6,927-0.2% | $5,609+23.2% |
| Admin fee / account holder | $29,115 | $13,328+118.4% | $10,705+172.0% | $10,827+168.9% |