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 | $262,826 | $80,717+225.6% | $154,803+69.8% | $84,808+209.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 7.86% | 37.96%-30.1pp | 58.88%-51.0pp | 40.90%-33.0pp |
| Employer contribution / active EE | $8,402 | $2,761+204.3% | $4,305+95.2% | $2,631+219.4% |
| Participant deferral / active EE | $6,043 | $3,303+82.9% | $5,540+9.1% | $4,212+43.5% |
| Admin fee / account holder | $161,284 | $6,746+2290.9% | $14,329+1025.6% | $7,344+2096.2% |