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 | $301,833 | $60,124+402.0% | $90,404+233.9% | $79,858+278.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 8.49% | 71.94%-63.5pp | 1293.02%-1284.5pp | 31.71%-23.2pp |
| Employer contribution / active EE | $9,276 | $2,068+348.6% | $3,262+184.4% | $2,471+275.4% |
| Participant deferral / active EE | $11,286 | $2,938+284.1% | $3,963+184.8% | $3,740+201.8% |
| Admin fee / account holder | $13,553 | $3,976+240.8% | $5,611+141.6% | $5,306+155.4% |