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 | $370,084 | $165,335+123.8% | $149,696+147.2% | $158,922+132.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.21% | 348.15%-342.9pp | 276.60%-271.4pp | 302.83%-297.6pp |
| Employer contribution / active EE | $10,430 | $5,103+104.4% | $4,644+124.6% | $4,761+119.1% |
| Participant deferral / active EE | $6,858 | $7,181-4.5% | $6,842+0.2% | $5,982+14.6% |
| Admin fee / account holder | $105,535 | $10,807+876.6% | $9,309+1033.7% | $11,246+838.5% |