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 | $300,059 | $77,899+285.2% | $149,673+100.5% | $75,163+299.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 9.17% | 31.72%-22.5pp | 134.42%-125.2pp | 160.62%-151.4pp |
| Employer contribution / active EE | $5,255 | $3,137+67.5% | $4,818+9.1% | $2,670+96.8% |
| Participant deferral / active EE | $5,502 | $3,411+61.3% | $5,680-3.1% | $4,125+33.4% |
| Admin fee / account holder | $4,072 | $5,956-31.6% | $13,210-69.2% | $5,651-27.9% |