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 | $299,013 | $109,881+172.1% | $150,045+99.3% | $84,808+252.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 9.16% | 28.25%-19.1pp | 62.55%-53.4pp | 40.90%-31.7pp |
| Employer contribution / active EE | $11,100 | $3,561+211.7% | $4,693+136.5% | $2,631+321.9% |
| Participant deferral / active EE | $10,462 | $6,636+57.7% | $7,997+30.8% | $4,212+148.4% |
| Admin fee / account holder | $37,296 | $8,568+335.3% | $13,435+177.6% | $7,344+407.9% |