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 | $422,960 | $106,584+296.8% | $101,326+317.4% | $142,382+197.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 7.28% | 36.93%-29.6pp | 36.82%-29.5pp | 217.08%-209.8pp |
| Employer contribution / active EE | $30,000 | $3,956+658.4% | $3,665+718.5% | $4,299+597.8% |
| Participant deferral / active EE | $0 | $8,297-100.0% | $7,994-100.0% | $6,507-100.0% |
| Admin fee / account holder | $564 | $11,446-95.1% | $11,185-95.0% | $12,624-95.5% |