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 | $316,303 | $109,881+187.9% | $150,045+110.8% | $84,808+273.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 13.43% | 28.25%-14.8pp | 62.55%-49.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $10,776 | $3,561+202.6% | $4,693+129.6% | $2,631+309.6% |
| Participant deferral / active EE | $7,058 | $6,636+6.4% | $7,997-11.7% | $4,212+67.6% |
| Admin fee / account holder | $20,600 | $8,568+140.4% | $13,435+53.3% | $7,344+180.5% |