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 | $263,686 | $81,248+224.5% | $155,509+69.6% | $80,856+226.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 7.30% | 33.31%-26.0pp | 64.67%-57.4pp | 35.59%-28.3pp |
| Employer contribution / active EE | $10,099 | $3,100+225.8% | $4,672+116.2% | $2,755+266.6% |
| Participant deferral / active EE | $1,963 | $3,452-43.1% | $5,626-65.1% | $4,296-54.3% |
| Admin fee / account holder | $28,648 | $7,997+258.2% | $15,912+80.0% | $6,918+314.1% |