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 | $436,360 | $162,781+168.1% | $133,956+225.7% | $158,922+174.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -1.33% | 41.94%-43.3pp | 45.09%-46.4pp | 302.83%-304.2pp |
| Employer contribution / active EE | $13,812 | $4,975+177.6% | $3,919+252.5% | $4,761+190.1% |
| Participant deferral / active EE | $12,540 | $5,911+112.2% | $5,048+148.4% | $5,982+109.6% |
| Admin fee / account holder | $1,872 | $11,736-84.0% | $8,927-79.0% | $11,246-83.4% |