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 | $366,579 | $123,793+196.1% | $177,821+106.2% | $79,858+359.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 6.98% | 22.82%-15.8pp | 48.32%-41.3pp | 31.71%-24.7pp |
| Employer contribution / active EE | $16,222 | $4,095+296.1% | $5,918+174.1% | $2,471+556.5% |
| Participant deferral / active EE | $10,169 | $5,956+70.7% | $7,714+31.8% | $3,740+171.9% |
| Admin fee / account holder | $33,858 | $7,243+367.5% | $12,427+172.4% | $5,306+538.1% |