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 | $286,802 | $124,185+130.9% | $108,410+164.6% | $167,490+71.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 7.04% | 1379.64%-1372.6pp | 905.27%-898.2pp | 478.56%-471.5pp |
| Employer contribution / active EE | $3,655 | $4,187-12.7% | $3,558+2.7% | $4,837-24.4% |
| Participant deferral / active EE | $13,039 | $6,908+88.7% | $6,563+98.7% | $6,341+105.6% |
| Admin fee / account holder | $568 | $9,455-94.0% | $7,295-92.2% | $12,309-95.4% |