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 | $488,065 | $115,770+321.6% | $101,248+382.0% | $158,922+207.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 1.09% | 56.14%-55.1pp | 46.47%-45.4pp | 302.83%-301.7pp |
| Employer contribution / active EE | $17,363 | $4,175+315.9% | $3,660+374.5% | $4,761+264.7% |
| Participant deferral / active EE | $2,430 | $4,957-51.0% | $4,370-44.4% | $5,982-59.4% |
| Admin fee / account holder | $30,820 | $7,245+325.4% | $5,945+418.4% | $11,246+174.1% |