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 | $278,617 | $115,770+140.7% | $101,248+175.2% | $158,922+75.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 0.40% | 56.14%-55.7pp | 46.47%-46.1pp | 302.83%-302.4pp |
| Employer contribution / active EE | $10,330 | $4,175+147.4% | $3,660+182.3% | $4,761+117.0% |
| Participant deferral / active EE | $6,286 | $4,957+26.8% | $4,370+43.8% | $5,982+5.1% |
| Admin fee / account holder | $346 | $7,245-95.2% | $5,945-94.2% | $11,246-96.9% |