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 | $357,711 | $115,770+209.0% | $101,248+253.3% | $158,922+125.1% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 6.95% | 56.14%-49.2pp | 46.47%-39.5pp | 302.83%-295.9pp |
| Employer contribution / active EE | $3,190 | $4,175-23.6% | $3,660-12.8% | $4,761-33.0% |
| Participant deferral / active EE | $12,994 | $4,957+162.1% | $4,370+197.3% | $5,982+117.2% |
| Admin fee / account holder | $802 | $7,245-88.9% | $5,945-86.5% | $11,246-92.9% |