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 | $367,330 | $148,978+146.6% | $200,582+83.1% | $84,808+333.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 10.07% | 28.16%-18.1pp | 42.33%-32.3pp | 40.90%-30.8pp |
| Employer contribution / active EE | $27,521 | $4,815+471.6% | $6,419+328.8% | $2,631+946.0% |
| Participant deferral / active EE | $20,100 | $7,142+181.4% | $9,331+115.4% | $4,212+377.3% |
| Admin fee / account holder | $11,742 | $13,977-16.0% | $16,305-28.0% | $7,344+59.9% |