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 | $271,619 | $133,922+102.8% | $116,228+133.7% | $142,382+90.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 8.01% | 147.76%-139.7pp | 90.06%-82.0pp | 217.08%-209.1pp |
| Employer contribution / active EE | $7,226 | $3,446+109.7% | $2,994+141.3% | $4,299+68.1% |
| Participant deferral / active EE | $5,694 | $5,672+0.4% | $4,953+15.0% | $6,507-12.5% |
| Admin fee / account holder | $14,396 | $14,945-3.7% | $11,989+20.1% | $12,624+14.0% |