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 | $398,744 | $115,770+244.4% | $101,248+293.8% | $158,922+150.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 5.92% | 56.14%-50.2pp | 46.47%-40.6pp | 302.83%-296.9pp |
| Employer contribution / active EE | $12,230 | $4,175+193.0% | $3,660+234.2% | $4,761+156.9% |
| Participant deferral / active EE | $9,188 | $4,957+85.4% | $4,370+110.3% | $5,982+53.6% |
| Admin fee / account holder | $6,244 | $7,245-13.8% | $5,945+5.0% | $11,246-44.5% |