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 | $290,708 | $176,812+64.4% | $146,665+98.2% | $167,490+73.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 4.68% | 24.03%-19.4pp | 22.74%-18.1pp | 478.56%-473.9pp |
| Employer contribution / active EE | $5,942 | $5,160+15.2% | $4,136+43.7% | $4,837+22.8% |
| Participant deferral / active EE | $16,172 | $6,440+151.1% | $5,506+193.7% | $6,341+155.0% |
| Admin fee / account holder | $2,616 | $13,259-80.3% | $10,280-74.6% | $12,309-78.7% |