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 | $392,093 | $114,381+242.8% | $107,525+264.7% | $142,382+175.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.14% | 242.71%-231.6pp | 181.32%-170.2pp | 217.08%-205.9pp |
| Employer contribution / active EE | $2,844 | $4,015-29.2% | $3,754-24.2% | $4,299-33.8% |
| Participant deferral / active EE | $6,568 | $5,564+18.0% | $5,116+28.4% | $6,507+0.9% |
| Admin fee / account holder | $150,942 | $9,860+1430.8% | $8,919+1592.4% | $12,624+1095.7% |