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 | $387,320 | $83,902+361.6% | $167,512+131.2% | $84,808+356.7% |
| Participation rate | 81.1% | 66.5%+14.7pp | 77.1%+4.1pp | 68.3%+12.8pp |
| Annual return | 10.57% | 91.55%-81.0pp | 1615.79%-1605.2pp | 40.90%-30.3pp |
| Employer contribution / active EE | $11,600 | $2,264+412.4% | $3,882+198.9% | $2,631+340.9% |
| Participant deferral / active EE | $3,913 | $4,442-11.9% | $6,405-38.9% | $4,212-7.1% |
| Admin fee / account holder | $44,217 | $7,915+458.6% | $9,769+352.6% | $7,344+502.1% |