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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $374,666 | $98,750+279.4% | $149,696+150.3% | $79,858+369.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | -1.67% | 27.43%-29.1pp | 276.60%-278.3pp | 31.71%-33.4pp |
| Employer contribution / active EE | $12,492 | $3,216+288.4% | $4,644+169.0% | $2,471+405.6% |
| Participant deferral / active EE | $11,810 | $5,680+107.9% | $6,842+72.6% | $3,740+215.8% |
| Admin fee / account holder | $11,597 | $6,053+91.6% | $9,309+24.6% | $5,306+118.6% |