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 | $317,727 | $98,750+221.7% | $149,696+112.2% | $79,858+297.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 4.49% | 27.43%-22.9pp | 276.60%-272.1pp | 31.71%-27.2pp |
| Employer contribution / active EE | $30,785 | $3,216+857.1% | $4,644+562.9% | $2,471+1145.9% |
| Participant deferral / active EE | $6,275 | $5,680+10.5% | $6,842-8.3% | $3,740+67.8% |
| Admin fee / account holder | $10,274 | $6,053+69.7% | $9,309+10.4% | $5,306+93.6% |