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 | $346,075 | $157,256+120.1% | $141,162+145.2% | $152,861+126.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 12.07% | 64.32%-52.3pp | 71.39%-59.3pp | 345.32%-333.2pp |
| Employer contribution / active EE | $7,797 | $5,261+48.2% | $4,735+64.7% | $4,762+63.7% |
| Participant deferral / active EE | $9,140 | $7,109+28.6% | $6,709+36.2% | $5,850+56.2% |
| Admin fee / account holder | $2,298 | $12,120-81.0% | $10,261-77.6% | $11,596-80.2% |