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 | $319,011 | $103,376+208.6% | $87,100+266.3% | $152,861+108.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 7.00% | 28.10%-21.1pp | 28.19%-21.2pp | 345.32%-338.3pp |
| Employer contribution / active EE | $1,350 | $3,220-58.1% | $2,521-46.5% | $4,762-71.7% |
| Participant deferral / active EE | $4,181 | $4,778-12.5% | $4,049+3.3% | $5,850-28.5% |
| Admin fee / account holder | $11,017 | $12,205-9.7% | $7,497+47.0% | $11,596-5.0% |