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 | $331,768 | $165,335+100.7% | $149,696+121.6% | $158,922+108.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.40% | 348.15%-344.7pp | 276.60%-273.2pp | 302.83%-299.4pp |
| Employer contribution / active EE | $2,700 | $5,103-47.1% | $4,644-41.9% | $4,761-43.3% |
| Participant deferral / active EE | $11,078 | $7,181+54.3% | $6,842+61.9% | $5,982+85.2% |
| Admin fee / account holder | $8,530 | $10,807-21.1% | $9,309-8.4% | $11,246-24.1% |