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 | $315,382 | $56,114+462.0% | $96,139+228.0% | $85,850+267.4% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 11.36% | 42.30%-30.9pp | 191.94%-180.6pp | 318.53%-307.2pp |
| Employer contribution / active EE | $11,938 | $1,620+637.1% | $2,797+326.8% | $2,565+365.4% |
| Participant deferral / active EE | $6,629 | $2,859+131.8% | $4,349+52.4% | $3,952+67.7% |
| Admin fee / account holder | $22,944 | $3,768+508.9% | $5,537+314.4% | $6,260+266.5% |