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 | $311,991 | $110,257+183.0% | $96,544+223.2% | $139,434+123.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 7.36% | 26.32%-19.0pp | 25.84%-18.5pp | 372.94%-365.6pp |
| Employer contribution / active EE | $5,571 | $3,620+53.9% | $2,965+87.9% | $4,751+17.3% |
| Participant deferral / active EE | $15,000 | $5,548+170.4% | $4,851+209.2% | $6,710+123.5% |
| Admin fee / account holder | $18,982 | $11,591+63.8% | $8,252+130.0% | $11,403+66.5% |