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 | $320,681 | $104,251+207.6% | $91,001+252.4% | $147,584+117.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 8.60% | 27.06%-18.5pp | 4.60%+4.0pp | 578.55%-569.9pp |
| Employer contribution / active EE | $2,789 | $3,116-10.5% | $2,456+13.6% | $4,876-42.8% |
| Participant deferral / active EE | $5,255 | $4,195+25.3% | $3,547+48.1% | $5,439-3.4% |
| Admin fee / account holder | $28,382 | $8,948+217.2% | $5,417+423.9% | $10,885+160.7% |