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 | $335,775 | $177,572+89.1% | $154,803+116.9% | $142,382+135.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 5.82% | 65.07%-59.2pp | 58.88%-53.1pp | 217.08%-211.3pp |
| Employer contribution / active EE | $9,607 | $4,810+99.7% | $4,305+123.1% | $4,299+123.5% |
| Participant deferral / active EE | $11,981 | $6,272+91.0% | $5,540+116.2% | $6,507+84.1% |
| Admin fee / account holder | $177,113 | $16,786+955.1% | $14,329+1136.0% | $12,624+1303.0% |