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 | $376,836 | $85,202+342.3% | $172,739+118.2% | $72,985+416.3% |
| Participation rate | 81.3% | 70.1%+11.2pp | 82.6%-1.4pp | 69.5%+11.8pp |
| Annual return | 11.64% | 27.32%-15.7pp | 802.84%-791.2pp | 81.00%-69.4pp |
| Employer contribution / active EE | $15,802 | $3,324+375.3% | $5,143+207.3% | $2,440+547.7% |
| Participant deferral / active EE | $7,092 | $3,260+117.5% | $5,198+36.5% | $3,607+96.6% |
| Admin fee / account holder | $13,516 | $5,884+129.7% | $13,954-3.1% | $5,124+163.8% |