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 | $270,054 | $108,919+147.9% | $100,391+169.0% | $145,922+85.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 2.23% | 57.88%-55.7pp | 49.20%-47.0pp | 561.29%-559.1pp |
| Employer contribution / active EE | $5,071 | $4,419+14.7% | $3,942+28.6% | $4,660+8.8% |
| Participant deferral / active EE | $6,744 | $8,445-20.1% | $8,082-16.5% | $6,688+0.8% |
| Admin fee / account holder | $15,114 | $9,689+56.0% | $7,899+91.3% | $13,397+12.8% |