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 | $427,357 | $100,773+324.1% | $88,946+380.5% | $142,382+200.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 7.83% | 70.18%-62.4pp | 57.82%-50.0pp | 217.08%-209.2pp |
| Employer contribution / active EE | $2,811 | $2,918-3.7% | $2,555+10.0% | $4,299-34.6% |
| Participant deferral / active EE | $16,550 | $5,230+216.4% | $4,581+261.2% | $6,507+154.3% |
| Admin fee / account holder | $936 | $9,693-90.3% | $8,261-88.7% | $12,624-92.6% |