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 | $265,392 | $102,317+159.4% | $146,958+80.6% | $80,856+228.2% |
| Participation rate | 93.6% | 75.8%+17.8pp | 82.2%+11.4pp | 67.6%+26.0pp |
| Annual return | 6.45% | 134.76%-128.3pp | 418.34%-411.9pp | 35.59%-29.1pp |
| Employer contribution / active EE | $6,410 | $3,713+72.6% | $4,933+29.9% | $2,755+132.7% |
| Participant deferral / active EE | $8,188 | $6,644+23.2% | $8,070+1.5% | $4,296+90.6% |
| Admin fee / account holder | $84,555 | $7,941+964.8% | $12,998+550.5% | $6,918+1122.2% |