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 | $312,242 | $109,881+184.2% | $150,045+108.1% | $84,808+268.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 10.85% | 28.25%-17.4pp | 62.55%-51.7pp | 40.90%-30.0pp |
| Employer contribution / active EE | $8,036 | $3,561+125.7% | $4,693+71.2% | $2,631+205.5% |
| Participant deferral / active EE | $7,878 | $6,636+18.7% | $7,997-1.5% | $4,212+87.1% |
| Admin fee / account holder | $13,225 | $8,568+54.3% | $13,435-1.6% | $7,344+80.1% |