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 | $266,755 | $175,202+52.3% | $149,673+78.2% | $139,434+91.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.46% | 166.71%-160.3pp | 134.42%-128.0pp | 372.94%-366.5pp |
| Employer contribution / active EE | $8,765 | $5,474+60.1% | $4,818+81.9% | $4,751+84.5% |
| Participant deferral / active EE | $25,563 | $6,519+292.1% | $5,680+350.0% | $6,710+281.0% |
| Admin fee / account holder | $162,715 | $16,150+907.5% | $13,210+1131.8% | $11,403+1327.0% |