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 | $265,937 | $201,272+32.1% | $184,203+44.4% | $145,922+82.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.25% | 29.00%-24.8pp | 28.81%-24.6pp | 561.29%-557.0pp |
| Employer contribution / active EE | $15,000 | $7,022+113.6% | $6,427+133.4% | $4,660+221.9% |
| Participant deferral / active EE | $15,800 | $9,806+61.1% | $9,131+73.0% | $6,688+136.3% |
| Admin fee / account holder | $7,613 | $16,364-53.5% | $13,901-45.2% | $13,397-43.2% |