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 | $277,229 | $68,346+305.6% | $94,646+192.9% | $75,163+268.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 11.11% | 616.93%-605.8pp | 156.71%-145.6pp | 160.62%-149.5pp |
| Employer contribution / active EE | $3,621 | $2,701+34.1% | $3,672-1.4% | $2,670+35.6% |
| Participant deferral / active EE | $12,104 | $6,537+85.1% | $7,418+63.2% | $4,125+193.4% |
| Admin fee / account holder | $124,198 | $5,326+2232.0% | $7,231+1617.6% | $5,651+2097.8% |