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 | $468,809 | $111,754+319.5% | $103,333+353.7% | $145,922+221.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.52% | 24.77%-18.2pp | 24.88%-18.4pp | 561.29%-554.8pp |
| Employer contribution / active EE | $3,634 | $4,212-13.7% | $3,868-6.0% | $4,660-22.0% |
| Participant deferral / active EE | $8,421 | $5,619+49.9% | $5,057+66.5% | $6,688+25.9% |
| Admin fee / account holder | $19,394 | $9,750+98.9% | $8,355+132.1% | $13,397+44.8% |