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 | $252,112 | $114,381+120.4% | $107,525+134.5% | $142,382+77.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 7.20% | 242.71%-235.5pp | 181.32%-174.1pp | 217.08%-209.9pp |
| Employer contribution / active EE | $2,168 | $4,015-46.0% | $3,754-42.2% | $4,299-49.6% |
| Participant deferral / active EE | $13,935 | $5,564+150.4% | $5,116+172.4% | $6,507+114.1% |
| Admin fee / account holder | $141,836 | $9,860+1338.5% | $8,919+1490.3% | $12,624+1023.6% |