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 | $352,714 | $114,381+208.4% | $107,525+228.0% | $142,382+147.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.33% | 242.71%-231.4pp | 181.32%-170.0pp | 217.08%-205.7pp |
| Employer contribution / active EE | $32,603 | $4,015+712.1% | $3,754+768.6% | $4,299+658.4% |
| Participant deferral / active EE | $13,789 | $5,564+147.8% | $5,116+169.5% | $6,507+111.9% |
| Admin fee / account holder | $761,712 | $9,860+7625.2% | $8,919+8440.6% | $12,624+5934.0% |