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 | $450,493 | $177,572+153.7% | $154,803+191.0% | $142,382+216.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 2.34% | 65.07%-62.7pp | 58.88%-56.5pp | 217.08%-214.7pp |
| Employer contribution / active EE | $12,876 | $4,810+167.7% | $4,305+199.1% | $4,299+199.5% |
| Participant deferral / active EE | $14,551 | $6,272+132.0% | $5,540+162.6% | $6,507+123.6% |
| Admin fee / account holder | $74,688 | $16,786+344.9% | $14,329+421.2% | $12,624+491.6% |