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 | $651,380 | $77,899+736.2% | $149,673+335.2% | $75,163+766.6% |
| Participation rate | 91.1% | 65.6%+25.5pp | 78.8%+12.3pp | 67.2%+23.9pp |
| Annual return | 8.61% | 31.72%-23.1pp | 134.42%-125.8pp | 160.62%-152.0pp |
| Employer contribution / active EE | $16,886 | $3,137+438.2% | $4,818+250.5% | $2,670+532.5% |
| Participant deferral / active EE | $14,121 | $3,411+314.0% | $5,680+148.6% | $4,125+242.3% |
| Admin fee / account holder | $53,596 | $5,956+799.8% | $13,210+305.7% | $5,651+848.4% |