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 | $374,991 | $65,365+473.7% | $92,893+303.7% | $72,985+413.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 14.50% | 42.10%-27.6pp | 109.41%-94.9pp | 81.00%-66.5pp |
| Employer contribution / active EE | $6,154 | $2,594+137.2% | $3,653+68.5% | $2,440+152.2% |
| Participant deferral / active EE | $14,323 | $3,128+357.9% | $4,236+238.1% | $3,607+297.1% |
| Admin fee / account holder | $101,720 | $4,251+2292.6% | $5,794+1655.6% | $5,124+1885.0% |