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 | $261,193 | $105,998+146.4% | $92,233+183.2% | $147,584+77.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 7.46% | 50.05%-42.6pp | 176.28%-168.8pp | 578.55%-571.1pp |
| Employer contribution / active EE | $13,943 | $4,333+221.8% | $3,679+278.9% | $4,876+185.9% |
| Participant deferral / active EE | $7,106 | $4,478+58.7% | $3,897+82.4% | $5,439+30.7% |
| Admin fee / account holder | $15,880 | $6,332+150.8% | $5,194+205.8% | $10,885+45.9% |