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 | $295,281 | $95,416+209.5% | $185,823+58.9% | $85,850+244.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 6.05% | 23.59%-17.5pp | 122.05%-116.0pp | 318.53%-312.5pp |
| Employer contribution / active EE | $13,685 | $3,314+313.0% | $5,167+164.8% | $2,565+433.5% |
| Participant deferral / active EE | $7,422 | $3,423+116.8% | $5,568+33.3% | $3,952+87.8% |
| Admin fee / account holder | $5,488 | $7,213-23.9% | $16,237-66.2% | $6,260-12.3% |