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 | $398,206 | $159,602+149.5% | $150,045+165.4% | $142,382+179.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 4.96% | 70.24%-65.3pp | 62.55%-57.6pp | 217.08%-212.1pp |
| Employer contribution / active EE | $2,577 | $4,961-48.1% | $4,693-45.1% | $4,299-40.1% |
| Participant deferral / active EE | $21,480 | $8,310+158.5% | $7,997+168.6% | $6,507+230.1% |
| Admin fee / account holder | $107,245 | $14,846+622.4% | $13,435+698.3% | $12,624+749.6% |