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 | $296,002 | $214,378+38.1% | $200,582+47.6% | $142,382+107.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 6.79% | 46.41%-39.6pp | 42.33%-35.5pp | 217.08%-210.3pp |
| Employer contribution / active EE | $10,536 | $6,841+54.0% | $6,419+64.1% | $4,299+145.1% |
| Participant deferral / active EE | $14,743 | $9,865+49.5% | $9,331+58.0% | $6,507+126.6% |
| Admin fee / account holder | $2,545 | $17,692-85.6% | $16,305-84.4% | $12,624-79.8% |