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 | $274,574 | $165,984+65.4% | $164,813+66.6% | $145,922+88.2% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 7.30% | 100.03%-92.7pp | 69.93%-62.6pp | 561.29%-554.0pp |
| Employer contribution / active EE | $14,451 | $5,273+174.1% | $4,341+232.9% | $4,660+210.1% |
| Participant deferral / active EE | $5,406 | $6,959-22.3% | $6,031-10.4% | $6,688-19.2% |
| Admin fee / account holder | $187,063 | $16,648+1023.7% | $12,690+1374.1% | $13,397+1296.3% |