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 | $444,883 | $89,355+397.9% | $141,162+215.2% | $72,985+509.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 15.99% | 111.85%-95.9pp | 71.39%-55.4pp | 81.00%-65.0pp |
| Employer contribution / active EE | $7,510 | $3,114+141.2% | $4,735+58.6% | $2,440+207.8% |
| Participant deferral / active EE | $3,866 | $5,418-28.6% | $6,709-42.4% | $3,607+7.2% |
| Admin fee / account holder | $101,642 | $5,958+1605.9% | $10,261+890.5% | $5,124+1883.5% |