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 | $322,791 | $98,750+226.9% | $149,696+115.6% | $79,858+304.2% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.5%+15.4pp | 69.6%+28.3pp |
| Annual return | 11.67% | 27.43%-15.8pp | 276.60%-264.9pp | 31.71%-20.0pp |
| Employer contribution / active EE | $19,756 | $3,216+514.2% | $4,644+325.4% | $2,471+699.6% |
| Participant deferral / active EE | $6,034 | $5,680+6.2% | $6,842-11.8% | $3,740+61.3% |
| Admin fee / account holder | $53,213 | $6,053+779.2% | $9,309+471.7% | $5,306+902.8% |