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 | $258,224 | $77,419+233.5% | $69,455+271.8% | $152,861+68.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 3.16% | 39.06%-35.9pp | 28.97%-25.8pp | 345.32%-342.2pp |
| Employer contribution / active EE | $5,632 | $3,315+69.9% | $2,779+102.6% | $4,762+18.3% |
| Participant deferral / active EE | $5,674 | $4,414+28.6% | $3,535+60.5% | $5,850-3.0% |
| Admin fee / account holder | $661 | $6,207-89.4% | $3,839-82.8% | $11,596-94.3% |