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 | $283,242 | $98,240+188.3% | $82,313+244.1% | $147,584+91.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 0.06% | 30.85%-30.8pp | 25.88%-25.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $4,569 | $3,192+43.2% | $2,428+88.2% | $4,876-6.3% |
| Participant deferral / active EE | $12,584 | $4,383+187.1% | $3,706+239.6% | $5,439+131.4% |
| Admin fee / account holder | $10,097 | $8,563+17.9% | $5,608+80.1% | $10,885-7.2% |