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 | $457,211 | $162,781+180.9% | $133,956+241.3% | $158,922+187.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 0.40% | 41.94%-41.5pp | 45.09%-44.7pp | 302.83%-302.4pp |
| Employer contribution / active EE | $6,011 | $4,975+20.8% | $3,919+53.4% | $4,761+26.3% |
| Participant deferral / active EE | $14,280 | $5,911+141.6% | $5,048+182.9% | $5,982+138.7% |
| Admin fee / account holder | $4,294 | $11,736-63.4% | $8,927-51.9% | $11,246-61.8% |