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 | $272,446 | $98,750+175.9% | $149,696+82.0% | $79,858+241.2% |
| Participation rate | 95.4% | 75.8%+19.6pp | 82.5%+12.9pp | 69.6%+25.8pp |
| Annual return | 12.16% | 27.43%-15.3pp | 276.60%-264.4pp | 31.71%-19.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,650 | $5,680+69.9% | $6,842+41.0% | $3,740+158.0% |
| Admin fee / account holder | $17,706 | $6,053+192.5% | $9,309+90.2% | $5,306+233.7% |