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 | $338,661 | $159,602+112.2% | $150,045+125.7% | $142,382+137.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 3.20% | 70.24%-67.0pp | 62.55%-59.4pp | 217.08%-213.9pp |
| Employer contribution / active EE | $4,767 | $4,961-3.9% | $4,693+1.6% | $4,299+10.9% |
| Participant deferral / active EE | $23,158 | $8,310+178.7% | $7,997+189.6% | $6,507+255.9% |
| Admin fee / account holder | $609,752 | $14,846+4007.1% | $13,435+4438.6% | $12,624+4730.2% |