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 | $312,817 | $102,317+205.7% | $146,958+112.9% | $80,856+286.9% |
| Participation rate | 97.7% | 75.8%+21.8pp | 82.2%+15.5pp | 67.6%+30.0pp |
| Annual return | 11.31% | 134.76%-123.4pp | 418.34%-407.0pp | 35.59%-24.3pp |
| Employer contribution / active EE | $17,218 | $3,713+363.7% | $4,933+249.0% | $2,755+525.0% |
| Participant deferral / active EE | $13,712 | $6,644+106.4% | $8,070+69.9% | $4,296+219.2% |
| Admin fee / account holder | $112,045 | $7,941+1310.9% | $12,998+762.0% | $6,918+1519.6% |