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 | $456,091 | $102,317+345.8% | $146,958+210.4% | $80,856+464.1% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.2%+15.3pp | 67.6%+29.8pp |
| Annual return | 11.70% | 134.76%-123.1pp | 418.34%-406.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $14,499 | $3,713+290.5% | $4,933+193.9% | $2,755+426.3% |
| Participant deferral / active EE | $12,899 | $6,644+94.1% | $8,070+59.8% | $4,296+200.3% |
| Admin fee / account holder | $5,892 | $7,941-25.8% | $12,998-54.7% | $6,918-14.8% |