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 | $281,261 | $105,181+167.4% | $159,436+76.4% | $85,850+227.6% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.8%+10.9pp | 69.3%+24.4pp |
| Annual return | 8.50% | 45.07%-36.6pp | 263.57%-255.1pp | 318.53%-310.0pp |
| Employer contribution / active EE | $9,811 | $3,318+195.7% | $4,829+103.2% | $2,565+282.5% |
| Participant deferral / active EE | $7,133 | $5,945+20.0% | $7,352-3.0% | $3,952+80.5% |
| Admin fee / account holder | $47,308 | $6,933+582.3% | $10,799+338.1% | $6,260+655.7% |