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 | $604,920 | $109,881+450.5% | $150,045+303.2% | $84,808+613.3% |
| Participation rate | 88.9% | 76.1%+12.8pp | 82.3%+6.6pp | 68.3%+20.6pp |
| Annual return | 13.06% | 28.25%-15.2pp | 62.55%-49.5pp | 40.90%-27.8pp |
| Employer contribution / active EE | $17,923 | $3,561+403.3% | $4,693+281.9% | $2,631+581.2% |
| Participant deferral / active EE | $14,252 | $6,636+114.8% | $7,997+78.2% | $4,212+238.4% |
| Admin fee / account holder | $137,179 | $8,568+1501.1% | $13,435+921.1% | $7,344+1768.0% |