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 | $276,725 | $176,056+57.2% | $159,436+73.6% | $167,490+65.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.64% | 331.75%-322.1pp | 263.57%-253.9pp | 478.56%-468.9pp |
| Employer contribution / active EE | $8,103 | $5,297+53.0% | $4,829+67.8% | $4,837+67.5% |
| Participant deferral / active EE | $7,958 | $7,750+2.7% | $7,352+8.2% | $6,341+25.5% |
| Admin fee / account holder | $55,768 | $12,554+344.2% | $10,799+416.4% | $12,309+353.1% |