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 | $382,177 | $106,890+257.5% | $84,015+354.9% | $152,861+150.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 6.36% | 104.99%-98.6pp | 71.31%-64.9pp | 345.32%-339.0pp |
| Employer contribution / active EE | $24,432 | $2,734+793.5% | $1,983+1131.8% | $4,762+413.0% |
| Participant deferral / active EE | $1,500 | $4,011-62.6% | $3,239-53.7% | $5,850-74.4% |
| Admin fee / account holder | $15,728 | $8,285+89.8% | $6,101+157.8% | $11,596+35.6% |