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 | $365,607 | $105,998+244.9% | $92,233+296.4% | $147,584+147.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 8.64% | 50.05%-41.4pp | 176.28%-167.6pp | 578.55%-569.9pp |
| Employer contribution / active EE | $9,597 | $4,333+121.5% | $3,679+160.8% | $4,876+96.8% |
| Participant deferral / active EE | $5,578 | $4,478+24.6% | $3,897+43.2% | $5,439+2.6% |
| Admin fee / account holder | $10,290 | $6,332+62.5% | $5,194+98.1% | $10,885-5.5% |