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 | $343,061 | $111,754+207.0% | $103,333+232.0% | $145,922+135.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.08% | 24.77%-17.7pp | 24.88%-17.8pp | 561.29%-554.2pp |
| Employer contribution / active EE | $2,210 | $4,212-47.5% | $3,868-42.9% | $4,660-52.6% |
| Participant deferral / active EE | $6,568 | $5,619+16.9% | $5,057+29.9% | $6,688-1.8% |
| Admin fee / account holder | $4,227 | $9,750-56.6% | $8,355-49.4% | $13,397-68.4% |