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 | $419,361 | $126,574+231.3% | $106,213+294.8% | $145,922+187.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 7.47% | 224.79%-217.3pp | 116.14%-108.7pp | 561.29%-553.8pp |
| Employer contribution / active EE | $8,940 | $3,730+139.6% | $3,171+181.9% | $4,660+91.9% |
| Participant deferral / active EE | $11,521 | $5,724+101.3% | $5,016+129.7% | $6,688+72.3% |
| Admin fee / account holder | $7,919 | $17,304-54.2% | $11,033-28.2% | $13,397-40.9% |