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 | $252,768 | $54,705+362.1% | $71,209+255.0% | $84,808+198.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 12.65% | 35.90%-23.2pp | 282.51%-269.9pp | 40.90%-28.2pp |
| Employer contribution / active EE | $4,231 | $2,158+96.1% | $2,721+55.5% | $2,631+60.8% |
| Participant deferral / active EE | $12,465 | $3,030+311.3% | $4,175+198.5% | $4,212+196.0% |
| Admin fee / account holder | $17,900 | $4,863+268.0% | $5,349+234.7% | $7,344+143.7% |