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 | $266,469 | $112,096+137.7% | $95,952+177.7% | $158,922+67.7% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 4.57% | 171.09%-166.5pp | 91.61%-87.0pp | 302.83%-298.3pp |
| Employer contribution / active EE | $2,513 | $3,198-21.4% | $2,541-1.1% | $4,761-47.2% |
| Participant deferral / active EE | $5,094 | $4,784+6.5% | $4,167+22.2% | $5,982-14.8% |
| Admin fee / account holder | $168,798 | $10,130+1566.3% | $6,795+2384.0% | $11,246+1401.0% |