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 | $363,100 | $171,164+112.1% | $127,761+184.2% | $152,861+137.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 11.27% | 23.54%-12.3pp | 26.14%-14.9pp | 345.32%-334.0pp |
| Employer contribution / active EE | $34,175 | $5,447+527.4% | $4,574+647.2% | $4,762+617.6% |
| Participant deferral / active EE | $6,880 | $7,038-2.3% | $6,021+14.3% | $5,850+17.6% |
| Admin fee / account holder | $241,216 | $14,530+1560.1% | $9,395+2467.4% | $11,596+1980.1% |