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 | $308,834 | $104,907+194.4% | $84,611+265.0% | $152,861+102.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 1.46% | 373.79%-372.3pp | 258.74%-257.3pp | 345.32%-343.9pp |
| Employer contribution / active EE | $4,213 | $3,302+27.6% | $2,652+58.9% | $4,762-11.5% |
| Participant deferral / active EE | $18,750 | $4,688+300.0% | $3,899+380.9% | $5,850+220.5% |
| Admin fee / account holder | $22,554 | $6,241+261.4% | $4,912+359.1% | $11,596+94.5% |