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 | $430,359 | $201,272+113.8% | $184,203+133.6% | $145,922+194.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -0.79% | 29.00%-29.8pp | 28.81%-29.6pp | 561.29%-562.1pp |
| Employer contribution / active EE | $6,448 | $7,022-8.2% | $6,427+0.3% | $4,660+38.4% |
| Participant deferral / active EE | $17,727 | $9,806+80.8% | $9,131+94.1% | $6,688+165.1% |
| Admin fee / account holder | $87,387 | $16,364+434.0% | $13,901+528.6% | $13,397+552.3% |