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 | $288,500 | $202,318+42.6% | $172,739+67.0% | $152,861+88.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 7.99% | 1029.65%-1021.7pp | 802.84%-794.9pp | 345.32%-337.3pp |
| Employer contribution / active EE | $19,523 | $5,856+233.4% | $5,143+279.6% | $4,762+310.0% |
| Participant deferral / active EE | $13,737 | $5,948+131.0% | $5,198+164.3% | $5,850+134.8% |
| Admin fee / account holder | $1,352 | $17,109-92.1% | $13,954-90.3% | $11,596-88.3% |