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 | $325,532 | $105,181+209.5% | $159,436+104.2% | $85,850+279.2% |
| Participation rate | 90.1% | 75.8%+14.4pp | 82.8%+7.3pp | 69.3%+20.8pp |
| Annual return | 12.12% | 45.07%-32.9pp | 263.57%-251.4pp | 318.53%-306.4pp |
| Employer contribution / active EE | $10,699 | $3,318+222.4% | $4,829+121.5% | $2,565+317.1% |
| Participant deferral / active EE | $6,182 | $5,945+4.0% | $7,352-15.9% | $3,952+56.4% |
| Admin fee / account holder | $23,005 | $6,933+231.8% | $10,799+113.0% | $6,260+267.5% |