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 | $603,457 | $109,881+449.2% | $150,045+302.2% | $84,808+611.6% |
| Participation rate | 94.3% | 76.1%+18.3pp | 82.3%+12.0pp | 68.3%+26.0pp |
| Annual return | 11.83% | 28.25%-16.4pp | 62.55%-50.7pp | 40.90%-29.1pp |
| Employer contribution / active EE | $9,164 | $3,561+157.3% | $4,693+95.3% | $2,631+248.3% |
| Participant deferral / active EE | $14,830 | $6,636+123.5% | $7,997+85.4% | $4,212+252.1% |
| Admin fee / account holder | $137,192 | $8,568+1501.2% | $13,435+921.2% | $7,344+1768.1% |