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 | $349,538 | $105,181+232.3% | $159,436+119.2% | $85,850+307.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 12.17% | 45.07%-32.9pp | 263.57%-251.4pp | 318.53%-306.4pp |
| Employer contribution / active EE | $10,612 | $3,318+219.8% | $4,829+119.7% | $2,565+313.7% |
| Participant deferral / active EE | $6,632 | $5,945+11.6% | $7,352-9.8% | $3,952+67.8% |
| Admin fee / account holder | $60,595 | $6,933+774.0% | $10,799+461.1% | $6,260+868.0% |