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 | $254,966 | $114,381+122.9% | $107,525+137.1% | $142,382+79.1% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.1%+19.0pp | 80.1%+14.0pp |
| Annual return | 11.54% | 242.71%-231.2pp | 181.32%-169.8pp | 217.08%-205.5pp |
| Employer contribution / active EE | $25,429 | $4,015+533.4% | $3,754+577.5% | $4,299+491.5% |
| Participant deferral / active EE | $0 | $5,564-100.0% | $5,116-100.0% | $6,507-100.0% |
| Admin fee / account holder | $2,274 | $9,860-76.9% | $8,919-74.5% | $12,624-82.0% |