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 | $377,698 | $165,984+127.6% | $164,813+129.2% | $145,922+158.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.10% | 100.03%-91.9pp | 69.93%-61.8pp | 561.29%-553.2pp |
| Employer contribution / active EE | $20,000 | $5,273+279.3% | $4,341+360.7% | $4,660+329.2% |
| Participant deferral / active EE | $7,933 | $6,959+14.0% | $6,031+31.5% | $6,688+18.6% |
| Admin fee / account holder | $32,957 | $16,648+98.0% | $12,690+159.7% | $13,397+146.0% |