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 | $441,087 | $98,750+346.7% | $149,696+194.7% | $79,858+452.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 9.65% | 27.43%-17.8pp | 276.60%-267.0pp | 31.71%-22.1pp |
| Employer contribution / active EE | $11,967 | $3,216+272.1% | $4,644+157.7% | $2,471+384.3% |
| Participant deferral / active EE | $10,219 | $5,680+79.9% | $6,842+49.4% | $3,740+173.2% |
| Admin fee / account holder | $13,702 | $6,053+126.4% | $9,309+47.2% | $5,306+158.2% |