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 | $283,828 | $89,355+217.6% | $141,162+101.1% | $72,985+288.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.95% | 111.85%-93.9pp | 71.39%-53.4pp | 81.00%-63.0pp |
| Employer contribution / active EE | $26,296 | $3,114+744.4% | $4,735+455.4% | $2,440+977.8% |
| Participant deferral / active EE | $12,719 | $5,418+134.8% | $6,709+89.6% | $3,607+252.6% |
| Admin fee / account holder | $6,709 | $5,958+12.6% | $10,261-34.6% | $5,124+30.9% |