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 | $276,499 | $98,750+180.0% | $149,696+84.7% | $79,858+246.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 6.88% | 27.43%-20.5pp | 276.60%-269.7pp | 31.71%-24.8pp |
| Employer contribution / active EE | $7,870 | $3,216+144.7% | $4,644+69.4% | $2,471+218.5% |
| Participant deferral / active EE | $8,254 | $5,680+45.3% | $6,842+20.6% | $3,740+120.7% |
| Admin fee / account holder | $1,031 | $6,053-83.0% | $9,309-88.9% | $5,306-80.6% |