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 | $480,075 | $106,890+349.1% | $84,015+471.4% | $152,861+214.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 2.03% | 104.99%-103.0pp | 71.31%-69.3pp | 345.32%-343.3pp |
| Employer contribution / active EE | $18,067 | $2,734+560.8% | $1,983+810.9% | $4,762+279.4% |
| Participant deferral / active EE | $7,136 | $4,011+77.9% | $3,239+120.3% | $5,850+22.0% |
| Admin fee / account holder | $15,200 | $8,285+83.5% | $6,101+149.2% | $11,596+31.1% |