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 | $283,650 | $46,869+505.2% | $122,332+131.9% | $70,131+304.5% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 12.75% | 24.22%-11.5pp | 30.27%-17.5pp | 73.14%-60.4pp |
| Employer contribution / active EE | $20,292 | $1,288+1475.7% | $4,050+401.0% | $2,342+766.3% |
| Participant deferral / active EE | $6,099 | $2,166+181.5% | $3,287+85.5% | $3,332+83.0% |
| Admin fee / account holder | $6,392 | $3,322+92.4% | $5,478+16.7% | $4,645+37.6% |