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 | $564,259 | $102,317+451.5% | $146,958+284.0% | $80,856+597.9% |
| Participation rate | 87.0% | 75.8%+11.1pp | 82.2%+4.8pp | 67.6%+19.3pp |
| Annual return | 10.63% | 134.76%-124.1pp | 418.34%-407.7pp | 35.59%-25.0pp |
| Employer contribution / active EE | $9,032 | $3,713+143.2% | $4,933+83.1% | $2,755+227.9% |
| Participant deferral / active EE | $15,168 | $6,644+128.3% | $8,070+88.0% | $4,296+253.1% |
| Admin fee / account holder | $224,999 | $7,941+2733.3% | $12,998+1631.0% | $6,918+3152.4% |