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 | $321,068 | $77,899+312.2% | $149,673+114.5% | $75,163+327.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 6.09% | 31.72%-25.6pp | 134.42%-128.3pp | 160.62%-154.5pp |
| Employer contribution / active EE | $9,205 | $3,137+193.4% | $4,818+91.1% | $2,670+244.8% |
| Participant deferral / active EE | $6,316 | $3,411+85.2% | $5,680+11.2% | $4,125+53.1% |
| Admin fee / account holder | $24,948 | $5,956+318.8% | $13,210+88.9% | $5,651+341.5% |