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 | $306,385 | $133,922+128.8% | $116,228+163.6% | $142,382+115.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 9.46% | 147.76%-138.3pp | 90.06%-80.6pp | 217.08%-207.6pp |
| Employer contribution / active EE | $18,866 | $3,446+447.6% | $2,994+530.0% | $4,299+338.8% |
| Participant deferral / active EE | $9,645 | $5,672+70.0% | $4,953+94.7% | $6,507+48.2% |
| Admin fee / account holder | $58,200 | $14,945+289.4% | $11,989+385.4% | $12,624+361.0% |