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 | $278,532 | $95,416+191.9% | $185,823+49.9% | $85,850+224.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.28% | 23.59%-12.3pp | 122.05%-110.8pp | 318.53%-307.3pp |
| Employer contribution / active EE | $11,300 | $3,314+241.0% | $5,167+118.7% | $2,565+340.5% |
| Participant deferral / active EE | $5,295 | $3,423+54.7% | $5,568-4.9% | $3,952+34.0% |
| Admin fee / account holder | $18,091 | $7,213+150.8% | $16,237+11.4% | $6,260+189.0% |