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 | $320,691 | $91,190+251.7% | $178,490+79.7% | $79,858+301.6% |
| Participation rate | 88.5% | 69.2%+19.3pp | 81.9%+6.5pp | 69.6%+18.8pp |
| Annual return | 5.81% | 24.19%-18.4pp | 151.07%-145.3pp | 31.71%-25.9pp |
| Employer contribution / active EE | $416 | $3,256-87.2% | $5,011-91.7% | $2,471-83.2% |
| Participant deferral / active EE | $5,819 | $3,236+79.8% | $5,202+11.9% | $3,740+55.6% |
| Admin fee / account holder | $104,759 | $6,751+1451.8% | $13,984+649.1% | $5,306+1874.2% |