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 | $460,259 | $105,181+337.6% | $159,436+188.7% | $85,850+436.1% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.8%+14.9pp | 69.3%+28.4pp |
| Annual return | 11.87% | 45.07%-33.2pp | 263.57%-251.7pp | 318.53%-306.7pp |
| Employer contribution / active EE | $11,104 | $3,318+234.6% | $4,829+129.9% | $2,565+332.9% |
| Participant deferral / active EE | $13,231 | $5,945+122.6% | $7,352+80.0% | $3,952+234.8% |
| Admin fee / account holder | $69,144 | $6,933+897.3% | $10,799+540.3% | $6,260+1004.6% |