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 | $251,788 | $165,984+51.7% | $164,813+52.8% | $145,922+72.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.74% | 100.03%-92.3pp | 69.93%-62.2pp | 561.29%-553.5pp |
| Employer contribution / active EE | $15,330 | $5,273+190.7% | $4,341+253.1% | $4,660+229.0% |
| Participant deferral / active EE | $11,590 | $6,959+66.5% | $6,031+92.2% | $6,688+73.3% |
| Admin fee / account holder | $366 | $16,648-97.8% | $12,690-97.1% | $13,397-97.3% |