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 | $301,797 | $109,881+174.7% | $150,045+101.1% | $84,808+255.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 9.22% | 28.25%-19.0pp | 62.55%-53.3pp | 40.90%-31.7pp |
| Employer contribution / active EE | $11,770 | $3,561+230.5% | $4,693+150.8% | $2,631+347.4% |
| Participant deferral / active EE | $11,988 | $6,636+80.6% | $7,997+49.9% | $4,212+184.6% |
| Admin fee / account holder | $3,870 | $8,568-54.8% | $13,435-71.2% | $7,344-47.3% |