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 | $258,971 | $112,096+131.0% | $95,952+169.9% | $158,922+63.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 4.57% | 171.09%-166.5pp | 91.61%-87.0pp | 302.83%-298.3pp |
| Employer contribution / active EE | $4,120 | $3,198+28.8% | $2,541+62.2% | $4,761-13.5% |
| Participant deferral / active EE | $11,268 | $4,784+135.5% | $4,167+170.4% | $5,982+88.4% |
| Admin fee / account holder | $3,493 | $10,130-65.5% | $6,795-48.6% | $11,246-68.9% |