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 | $251,655 | $183,519+37.1% | $155,509+61.8% | $145,922+72.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 2.23% | 61.17%-58.9pp | 64.67%-62.4pp | 561.29%-559.1pp |
| Employer contribution / active EE | $1,229 | $5,313-76.9% | $4,672-73.7% | $4,660-73.6% |
| Participant deferral / active EE | $2,946 | $6,462-54.4% | $5,626-47.6% | $6,688-56.0% |
| Admin fee / account holder | $2,520 | $19,313-87.0% | $15,912-84.2% | $13,397-81.2% |