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 | $382,216 | $95,266+301.2% | $82,389+363.9% | $142,382+168.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 8.31% | 25.74%-17.4pp | 28.67%-20.4pp | 217.08%-208.8pp |
| Employer contribution / active EE | $1,700 | $2,991-43.2% | $2,517-32.5% | $4,299-60.5% |
| Participant deferral / active EE | $9,358 | $4,809+94.6% | $4,155+125.2% | $6,507+43.8% |
| Admin fee / account holder | $87,266 | $8,563+919.0% | $7,231+1106.9% | $12,624+591.3% |