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 | $326,322 | $107,452+203.7% | $91,541+256.5% | $142,382+129.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 2.71% | 22.06%-19.3pp | 20.50%-17.8pp | 217.08%-214.4pp |
| Employer contribution / active EE | $7,563 | $2,994+152.6% | $2,505+202.0% | $4,299+75.9% |
| Participant deferral / active EE | $23,080 | $4,754+385.5% | $4,008+475.9% | $6,507+254.7% |
| Admin fee / account holder | $1,496 | $8,834-83.1% | $6,956-78.5% | $12,624-88.1% |