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 | $515,204 | $102,317+403.5% | $146,958+250.6% | $80,856+537.2% |
| Participation rate | 80.6% | 75.8%+4.8pp | 82.2%-1.5pp | 67.6%+13.0pp |
| Annual return | 10.73% | 134.76%-124.0pp | 418.34%-407.6pp | 35.59%-24.9pp |
| Employer contribution / active EE | $11,962 | $3,713+222.2% | $4,933+142.5% | $2,755+334.2% |
| Participant deferral / active EE | $13,492 | $6,644+103.1% | $8,070+67.2% | $4,296+214.1% |
| Admin fee / account holder | $15,078 | $7,941+89.9% | $12,998+16.0% | $6,918+118.0% |