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 | $256,860 | $114,381+124.6% | $107,525+138.9% | $142,382+80.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 4.60% | 242.71%-238.1pp | 181.32%-176.7pp | 217.08%-212.5pp |
| Employer contribution / active EE | $27,441 | $4,015+583.5% | $3,754+631.1% | $4,299+538.3% |
| Participant deferral / active EE | $12,383 | $5,564+122.5% | $5,116+142.1% | $6,507+90.3% |
| Admin fee / account holder | $34,723 | $9,860+252.2% | $8,919+289.3% | $12,624+175.1% |