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 | $267,734 | $81,248+229.5% | $155,509+72.2% | $80,856+231.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 9.00% | 33.31%-24.3pp | 64.67%-55.7pp | 35.59%-26.6pp |
| Employer contribution / active EE | $11,470 | $3,100+270.0% | $4,672+145.5% | $2,755+316.4% |
| Participant deferral / active EE | $9,739 | $3,452+182.2% | $5,626+73.1% | $4,296+126.7% |
| Admin fee / account holder | $70,378 | $7,997+780.0% | $15,912+342.3% | $6,918+917.3% |