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 | $283,980 | $109,413+159.5% | $156,263+81.7% | $84,808+234.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 10.83% | 20.18%-9.3pp | 59.47%-48.6pp | 40.90%-30.1pp |
| Employer contribution / active EE | $6,664 | $2,907+129.3% | $4,333+53.8% | $2,631+153.3% |
| Participant deferral / active EE | $8,795 | $4,590+91.6% | $6,158+42.8% | $4,212+108.8% |
| Admin fee / account holder | $6,744 | $9,357-27.9% | $14,255-52.7% | $7,344-8.2% |