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 | $374,093 | $148,534+151.9% | $135,903+175.3% | $139,434+168.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.64% | 79.19%-68.5pp | 68.23%-57.6pp | 372.94%-362.3pp |
| Employer contribution / active EE | $3,952 | $5,243-24.6% | $4,856-18.6% | $4,751-16.8% |
| Participant deferral / active EE | $5,603 | $8,100-30.8% | $7,758-27.8% | $6,710-16.5% |
| Admin fee / account holder | $7,010 | $12,400-43.5% | $10,762-34.9% | $11,403-38.5% |