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 | $468,897 | $102,317+358.3% | $146,958+219.1% | $80,856+479.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.27% | 134.76%-123.5pp | 418.34%-407.1pp | 35.59%-24.3pp |
| Employer contribution / active EE | $13,326 | $3,713+258.9% | $4,933+170.1% | $2,755+383.7% |
| Participant deferral / active EE | $10,770 | $6,644+62.1% | $8,070+33.5% | $4,296+150.7% |
| Admin fee / account holder | $76,131 | $7,941+858.7% | $12,998+485.7% | $6,918+1000.5% |