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 | $350,295 | $98,750+254.7% | $149,696+134.0% | $79,858+338.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 3.58% | 27.43%-23.8pp | 276.60%-273.0pp | 31.71%-28.1pp |
| Employer contribution / active EE | $10,707 | $3,216+232.9% | $4,644+130.5% | $2,471+333.3% |
| Participant deferral / active EE | $13,424 | $5,680+136.3% | $6,842+96.2% | $3,740+258.9% |
| Admin fee / account holder | $18,758 | $6,053+209.9% | $9,309+101.5% | $5,306+253.5% |