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 | $336,392 | $105,181+219.8% | $159,436+111.0% | $85,850+291.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 12.48% | 45.07%-32.6pp | 263.57%-251.1pp | 318.53%-306.0pp |
| Employer contribution / active EE | $8,144 | $3,318+145.4% | $4,829+68.6% | $2,565+217.5% |
| Participant deferral / active EE | $10,090 | $5,945+69.7% | $7,352+37.2% | $3,952+155.3% |
| Admin fee / account holder | $6,395 | $6,933-7.8% | $10,799-40.8% | $6,260+2.2% |