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 | $307,803 | $62,573+391.9% | $85,682+259.2% | $85,850+258.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 8.84% | 23.77%-14.9pp | 21.49%-12.7pp | 318.53%-309.7pp |
| Employer contribution / active EE | $12,370 | $1,757+604.1% | $2,618+372.4% | $2,565+382.2% |
| Participant deferral / active EE | $5,340 | $2,802+90.5% | $3,923+36.1% | $3,952+35.1% |
| Admin fee / account holder | $29,810 | $4,640+542.4% | $6,873+333.7% | $6,260+376.2% |