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 | $364,871 | $201,272+81.3% | $184,203+98.1% | $145,922+150.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.82% | 29.00%-23.2pp | 28.81%-23.0pp | 561.29%-555.5pp |
| Employer contribution / active EE | $14,069 | $7,022+100.4% | $6,427+118.9% | $4,660+201.9% |
| Participant deferral / active EE | $11,476 | $9,806+17.0% | $9,131+25.7% | $6,688+71.6% |
| Admin fee / account holder | $69,949 | $16,364+327.5% | $13,901+403.2% | $13,397+422.1% |