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 | $339,504 | $127,065+167.2% | $113,168+200.0% | $142,382+138.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 8.69% | 24.03%-15.3pp | 24.27%-15.6pp | 217.08%-208.4pp |
| Employer contribution / active EE | $12,742 | $3,442+270.2% | $2,975+328.3% | $4,299+196.4% |
| Participant deferral / active EE | $7,353 | $5,716+28.6% | $5,107+44.0% | $6,507+13.0% |
| Admin fee / account holder | $5,427 | $15,736-65.5% | $12,068-55.0% | $12,624-57.0% |