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 | $336,214 | $185,822+80.9% | $169,993+97.8% | $139,434+141.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.73% | 60.50%-49.8pp | 53.37%-42.6pp | 372.94%-362.2pp |
| Employer contribution / active EE | $5,318 | $7,590-29.9% | $6,785-21.6% | $4,751+11.9% |
| Participant deferral / active EE | $6,123 | $11,622-47.3% | $10,408-41.2% | $6,710-8.8% |
| Admin fee / account holder | $24,839 | $15,381+61.5% | $12,815+93.8% | $11,403+117.8% |