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 | $288,235 | $115,770+149.0% | $101,248+184.7% | $158,922+81.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 7.31% | 56.14%-48.8pp | 46.47%-39.2pp | 302.83%-295.5pp |
| Employer contribution / active EE | $15,075 | $4,175+261.1% | $3,660+311.9% | $4,761+216.6% |
| Participant deferral / active EE | $10,860 | $4,957+119.1% | $4,370+148.5% | $5,982+81.5% |
| Admin fee / account holder | $2,438 | $7,245-66.3% | $5,945-59.0% | $11,246-78.3% |