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 | $294,335 | $107,334+174.2% | $92,893+216.9% | $152,861+92.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 3.71% | 145.58%-141.9pp | 109.41%-105.7pp | 345.32%-341.6pp |
| Employer contribution / active EE | $2,273 | $4,221-46.2% | $3,653-37.8% | $4,762-52.3% |
| Participant deferral / active EE | $2,361 | $4,845-51.3% | $4,236-44.3% | $5,850-59.6% |
| Admin fee / account holder | $1,289 | $7,079-81.8% | $5,794-77.7% | $11,596-88.9% |