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 | $536,875 | $109,881+388.6% | $150,045+257.8% | $84,808+533.1% |
| Participation rate | 98.8% | 76.1%+22.7pp | 82.3%+16.4pp | 68.3%+30.5pp |
| Annual return | 10.59% | 28.25%-17.7pp | 62.55%-52.0pp | 40.90%-30.3pp |
| Employer contribution / active EE | $14,750 | $3,561+314.2% | $4,693+214.3% | $2,631+460.6% |
| Participant deferral / active EE | $12,064 | $6,636+81.8% | $7,997+50.8% | $4,212+186.4% |
| Admin fee / account holder | $38,262 | $8,568+346.6% | $13,435+184.8% | $7,344+421.0% |