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 | $339,469 | $115,882+192.9% | $100,516+237.7% | $158,922+113.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | -1.19% | 34.79%-36.0pp | 30.89%-32.1pp | 302.83%-304.0pp |
| Employer contribution / active EE | $3,050 | $4,103-25.7% | $3,418-10.7% | $4,761-35.9% |
| Participant deferral / active EE | $13,753 | $6,674+106.1% | $6,270+119.3% | $5,982+129.9% |
| Admin fee / account holder | $1,616 | $10,995-85.3% | $8,081-80.0% | $11,246-85.6% |