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 | $467,180 | $104,664+346.4% | $85,682+445.2% | $167,490+178.9% |
| Participation rate | 83.3% | 76.4%+7.0pp | 69.9%+13.5pp | 82.1%+1.2pp |
| Annual return | 7.53% | 21.45%-13.9pp | 21.49%-14.0pp | 478.56%-471.0pp |
| Employer contribution / active EE | $33,401 | $3,337+900.9% | $2,618+1175.6% | $4,837+590.5% |
| Participant deferral / active EE | $7,943 | $4,824+64.6% | $3,923+102.5% | $6,341+25.3% |
| Admin fee / account holder | $55,143 | $10,032+449.7% | $6,873+702.3% | $12,309+348.0% |