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 | $426,875 | $98,750+332.3% | $149,696+185.2% | $79,858+434.5% |
| Participation rate | 85.2% | 75.8%+9.4pp | 82.5%+2.7pp | 69.6%+15.6pp |
| Annual return | 8.86% | 27.43%-18.6pp | 276.60%-267.7pp | 31.71%-22.9pp |
| Employer contribution / active EE | $8,981 | $3,216+179.2% | $4,644+93.4% | $2,471+263.5% |
| Participant deferral / active EE | $12,160 | $5,680+114.1% | $6,842+77.7% | $3,740+225.1% |
| Admin fee / account holder | $59,748 | $6,053+887.2% | $9,309+541.9% | $5,306+1026.0% |