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 | $303,739 | $217,402+39.7% | $185,823+63.5% | $167,490+81.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 3.51% | 148.36%-144.8pp | 122.05%-118.5pp | 478.56%-475.0pp |
| Employer contribution / active EE | $8,777 | $5,873+49.4% | $5,167+69.9% | $4,837+81.4% |
| Participant deferral / active EE | $11,849 | $6,356+86.4% | $5,568+112.8% | $6,341+86.9% |
| Admin fee / account holder | $34,330 | $19,811+73.3% | $16,237+111.4% | $12,309+178.9% |