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 | $290,877 | $73,933+293.4% | $96,683+200.9% | $75,163+287.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 7.16% | 26.70%-19.5pp | 35.69%-28.5pp | 160.62%-153.5pp |
| Employer contribution / active EE | $6,632 | $2,928+126.5% | $3,737+77.5% | $2,670+148.4% |
| Participant deferral / active EE | $9,566 | $3,659+161.5% | $4,878+96.1% | $4,125+131.9% |
| Admin fee / account holder | $28,933 | $5,216+454.7% | $6,730+329.9% | $5,651+412.0% |