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 | $381,959 | $159,602+139.3% | $150,045+154.6% | $142,382+168.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.03% | 70.24%-60.2pp | 62.55%-52.5pp | 217.08%-207.0pp |
| Employer contribution / active EE | $12,333 | $4,961+148.6% | $4,693+162.8% | $4,299+186.9% |
| Participant deferral / active EE | $9,766 | $8,310+17.5% | $7,997+22.1% | $6,507+50.1% |
| Admin fee / account holder | $70,575 | $14,846+375.4% | $13,435+425.3% | $12,624+459.1% |