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 | $345,334 | $127,777+170.3% | $106,548+224.1% | $167,490+106.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 4.95% | 33.87%-28.9pp | 26.80%-21.9pp | 478.56%-473.6pp |
| Employer contribution / active EE | $16,613 | $3,427+384.8% | $2,819+489.3% | $4,837+243.4% |
| Participant deferral / active EE | $7,183 | $5,087+41.2% | $4,398+63.3% | $6,341+13.3% |
| Admin fee / account holder | $253,946 | $11,228+2161.7% | $7,407+3328.4% | $12,309+1963.1% |