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 | $317,785 | $198,466+60.1% | $170,442+86.4% | $147,584+115.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 6.08% | 257.29%-251.2pp | 205.93%-199.8pp | 578.55%-572.5pp |
| Employer contribution / active EE | $24,508 | $6,184+296.3% | $5,433+351.1% | $4,876+402.6% |
| Participant deferral / active EE | $14,000 | $5,629+148.7% | $4,939+183.4% | $5,439+157.4% |
| Admin fee / account holder | $14,772 | $16,852-12.3% | $13,880+6.4% | $10,885+35.7% |