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 | $329,524 | $102,317+222.1% | $146,958+124.2% | $80,856+307.5% |
| Participation rate | 97.4% | 75.8%+21.5pp | 82.2%+15.2pp | 67.6%+29.7pp |
| Annual return | 11.32% | 134.76%-123.4pp | 418.34%-407.0pp | 35.59%-24.3pp |
| Employer contribution / active EE | $13,508 | $3,713+263.8% | $4,933+173.8% | $2,755+390.3% |
| Participant deferral / active EE | $9,833 | $6,644+48.0% | $8,070+21.8% | $4,296+128.9% |
| Admin fee / account holder | $25,801 | $7,941+224.9% | $12,998+98.5% | $6,918+273.0% |