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 | $265,456 | $72,277+267.3% | $101,248+162.2% | $79,858+232.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 2.58% | 22.30%-19.7pp | 46.47%-43.9pp | 31.71%-29.1pp |
| Employer contribution / active EE | $5,654 | $2,692+110.0% | $3,660+54.5% | $2,471+128.8% |
| Participant deferral / active EE | $8,969 | $3,282+173.3% | $4,370+105.2% | $3,740+139.8% |
| Admin fee / account holder | $7,598 | $4,400+72.7% | $5,945+27.8% | $5,306+43.2% |