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 | $361,259 | $100,773+258.5% | $88,946+306.2% | $142,382+153.7% |
| Participation rate | 90.9% | 74.3%+16.6pp | 68.8%+22.1pp | 80.1%+10.8pp |
| Annual return | 10.27% | 70.18%-59.9pp | 57.82%-47.6pp | 217.08%-206.8pp |
| Employer contribution / active EE | $6,874 | $2,918+135.6% | $2,555+169.0% | $4,299+59.9% |
| Participant deferral / active EE | $5,920 | $5,230+13.2% | $4,581+29.2% | $6,507-9.0% |
| Admin fee / account holder | $158,521 | $9,693+1535.4% | $8,261+1818.9% | $12,624+1155.7% |