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 | $305,682 | $85,766+256.4% | $136,294+124.3% | $70,131+335.9% |
| Participation rate | 97.4% | 74.2%+23.2pp | 81.9%+15.4pp | 69.5%+27.8pp |
| Annual return | 8.93% | 31.45%-22.5pp | 5155.94%-5147.0pp | 73.14%-64.2pp |
| Employer contribution / active EE | $2,221 | $2,966-25.1% | $4,695-52.7% | $2,342-5.2% |
| Participant deferral / active EE | $4,668 | $5,051-7.6% | $6,247-25.3% | $3,332+40.1% |
| Admin fee / account holder | $100,713 | $5,420+1758.0% | $9,243+989.6% | $4,645+2068.0% |