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 | $299,038 | $185,822+60.9% | $169,993+75.9% | $139,434+114.5% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 10.14% | 60.50%-50.4pp | 53.37%-43.2pp | 372.94%-362.8pp |
| Employer contribution / active EE | $10,000 | $7,590+31.8% | $6,785+47.4% | $4,751+110.5% |
| Participant deferral / active EE | $4,683 | $11,622-59.7% | $10,408-55.0% | $6,710-30.2% |
| Admin fee / account holder | $249,108 | $15,381+1519.6% | $12,815+1843.9% | $11,403+2084.7% |