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 | $363,493 | $89,355+306.8% | $141,162+157.5% | $72,985+398.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.60% | 111.85%-93.2pp | 71.39%-52.8pp | 81.00%-62.4pp |
| Employer contribution / active EE | $6,841 | $3,114+119.7% | $4,735+44.5% | $2,440+180.4% |
| Participant deferral / active EE | $8,693 | $5,418+60.4% | $6,709+29.6% | $3,607+141.0% |
| Admin fee / account holder | $16,093 | $5,958+170.1% | $10,261+56.8% | $5,124+214.1% |