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 | $279,342 | $57,281+387.7% | $86,612+222.5% | $75,163+271.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 12.31% | 2670.75%-2658.4pp | 591.07%-578.8pp | 160.62%-148.3pp |
| Employer contribution / active EE | $13,236 | $2,314+471.9% | $3,022+337.9% | $2,670+395.8% |
| Participant deferral / active EE | $4,227 | $3,318+27.4% | $4,438-4.7% | $4,125+2.5% |
| Admin fee / account holder | $13,788 | $4,112+235.3% | $5,614+145.6% | $5,651+144.0% |