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 | $339,887 | $176,056+93.1% | $159,436+113.2% | $167,490+102.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 4.85% | 331.75%-326.9pp | 263.57%-258.7pp | 478.56%-473.7pp |
| Employer contribution / active EE | $13,450 | $5,297+153.9% | $4,829+178.5% | $4,837+178.0% |
| Participant deferral / active EE | $7,400 | $7,750-4.5% | $7,352+0.7% | $6,341+16.7% |
| Admin fee / account holder | $2,788 | $12,554-77.8% | $10,799-74.2% | $12,309-77.3% |