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 | $363,981 | $65,409+456.5% | $98,442+269.7% | $85,850+324.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 10.66% | 21.76%-11.1pp | 1492.73%-1482.1pp | 318.53%-307.9pp |
| Employer contribution / active EE | $11,857 | $2,168+447.0% | $2,960+300.6% | $2,565+362.2% |
| Participant deferral / active EE | $12,048 | $3,166+280.5% | $4,276+181.8% | $3,952+204.9% |
| Admin fee / account holder | $10,775 | $4,593+134.6% | $5,949+81.1% | $6,260+72.1% |