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 | $361,434 | $102,966+251.0% | $90,281+300.3% | $152,861+136.4% |
| Participation rate | 94.4% | 75.9%+18.6pp | 73.3%+21.2pp | 82.4%+12.0pp |
| Annual return | 5.56% | 95.16%-89.6pp | 78.10%-72.5pp | 345.32%-339.8pp |
| Employer contribution / active EE | $12,456 | $3,139+296.8% | $2,854+336.4% | $4,762+161.5% |
| Participant deferral / active EE | $8,203 | $4,281+91.6% | $3,885+111.1% | $5,850+40.2% |
| Admin fee / account holder | $15,012 | $6,171+143.3% | $5,351+180.5% | $11,596+29.5% |