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 | $350,640 | $105,181+233.4% | $159,436+119.9% | $85,850+308.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 12.30% | 45.07%-32.8pp | 263.57%-251.3pp | 318.53%-306.2pp |
| Employer contribution / active EE | $12,606 | $3,318+279.9% | $4,829+161.0% | $2,565+391.4% |
| Participant deferral / active EE | $12,990 | $5,945+118.5% | $7,352+76.7% | $3,952+228.7% |
| Admin fee / account holder | $3,875 | $6,933-44.1% | $10,799-64.1% | $6,260-38.1% |