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 | $462,979 | $98,750+368.8% | $149,696+209.3% | $79,858+479.8% |
| Participation rate | 97.4% | 75.8%+21.7pp | 82.5%+15.0pp | 69.6%+27.8pp |
| Annual return | 6.31% | 27.43%-21.1pp | 276.60%-270.3pp | 31.71%-25.4pp |
| Employer contribution / active EE | $13,406 | $3,216+316.8% | $4,644+188.7% | $2,471+442.6% |
| Participant deferral / active EE | $13,342 | $5,680+134.9% | $6,842+95.0% | $3,740+256.7% |
| Admin fee / account holder | $55,194 | $6,053+811.9% | $9,309+492.9% | $5,306+940.2% |