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 | $568,397 | $214,378+165.1% | $200,582+183.4% | $142,382+299.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 1.53% | 46.41%-44.9pp | 42.33%-40.8pp | 217.08%-215.5pp |
| Employer contribution / active EE | $1,457 | $6,841-78.7% | $6,419-77.3% | $4,299-66.1% |
| Participant deferral / active EE | $17,158 | $9,865+73.9% | $9,331+83.9% | $6,507+163.7% |
| Admin fee / account holder | $5,426 | $17,692-69.3% | $16,305-66.7% | $12,624-57.0% |