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 | $368,045 | $109,327+236.6% | $89,391+311.7% | $158,922+131.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 2.85% | 345.68%-342.8pp | 245.62%-242.8pp | 302.83%-300.0pp |
| Employer contribution / active EE | $20,709 | $3,170+553.3% | $2,586+700.9% | $4,761+334.9% |
| Participant deferral / active EE | $13,839 | $4,598+201.0% | $3,890+255.8% | $5,982+131.3% |
| Admin fee / account holder | $1,819 | $6,153-70.4% | $4,881-62.7% | $11,246-83.8% |