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 | $350,417 | $59,839+485.6% | $81,983+327.4% | $79,858+338.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 6.84% | 17.56%-10.7pp | 41.31%-34.5pp | 31.71%-24.9pp |
| Employer contribution / active EE | $15,345 | $1,713+795.5% | $2,498+514.3% | $2,471+521.0% |
| Participant deferral / active EE | $16,348 | $2,695+506.6% | $3,722+339.2% | $3,740+337.1% |
| Admin fee / account holder | $51,634 | $4,287+1104.4% | $5,664+811.7% | $5,306+873.1% |