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 | $302,360 | $93,071+224.9% | $74,583+305.4% | $273,961+10.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | -3.44% | 26.18%-29.6pp | 20.47%-23.9pp | 41.45%-44.9pp |
| Employer contribution / active EE | $17,465 | $3,160+452.8% | $2,525+591.7% | $4,869+258.7% |
| Participant deferral / active EE | $16,500 | $4,160+296.6% | $3,458+377.2% | $5,287+212.1% |
| Admin fee / account holder | $5,354 | $5,272+1.5% | $4,138+29.4% | $10,132-47.2% |