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 | $348,968 | $157,256+121.9% | $141,162+147.2% | $152,861+128.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 14.35% | 64.32%-50.0pp | 71.39%-57.0pp | 345.32%-331.0pp |
| Employer contribution / active EE | $7,500 | $5,261+42.6% | $4,735+58.4% | $4,762+57.5% |
| Participant deferral / active EE | $19,458 | $7,109+173.7% | $6,709+190.0% | $5,850+232.6% |
| Admin fee / account holder | $121,816 | $12,120+905.1% | $10,261+1087.2% | $11,596+950.5% |