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 | $324,247 | $91,190+255.6% | $178,490+81.7% | $79,858+306.0% |
| Participation rate | 96.3% | 69.2%+27.1pp | 81.9%+14.4pp | 69.6%+26.7pp |
| Annual return | 1.70% | 24.19%-22.5pp | 151.07%-149.4pp | 31.71%-30.0pp |
| Employer contribution / active EE | $14,843 | $3,256+355.9% | $5,011+196.2% | $2,471+500.7% |
| Participant deferral / active EE | $9,615 | $3,236+197.1% | $5,202+84.9% | $3,740+157.1% |
| Admin fee / account holder | $85,747 | $6,751+1170.1% | $13,984+513.2% | $5,306+1516.0% |