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 | $333,900 | $95,266+250.5% | $82,389+305.3% | $142,382+134.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 8.84% | 25.74%-16.9pp | 28.67%-19.8pp | 217.08%-208.2pp |
| Employer contribution / active EE | $15,600 | $2,991+421.5% | $2,517+519.8% | $4,299+262.9% |
| Participant deferral / active EE | $7,431 | $4,809+54.5% | $4,155+78.9% | $6,507+14.2% |
| Admin fee / account holder | $65,961 | $8,563+670.3% | $7,231+812.2% | $12,624+422.5% |