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 3-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $430,276 | $398,892+7.9% | $398,892+7.9% | $287,075+49.9% |
| Participation rate | 100.0% | 64.6%+35.4pp | 54.1%+45.9pp | 55.8%+44.2pp |
| Annual return | 52.75% | 8.32%+44.4pp | 8.55%+44.2pp | 24.42%+28.3pp |
| Employer contribution / active EE | $200,000 | $40,973+388.1% | $37,109+439.0% | $41,338+383.8% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $55-100.0% |
| Admin fee / account holder | $353,698 | $77,551+356.1% | $77,551+356.1% | $22,079+1501.9% |