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 | $418,901 | $116,175+260.6% | $93,606+347.5% | $152,861+174.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 6.06% | 35.96%-29.9pp | 32.76%-26.7pp | 345.32%-339.3pp |
| Employer contribution / active EE | $13,806 | $3,218+329.0% | $2,718+407.9% | $4,762+189.9% |
| Participant deferral / active EE | $16,900 | $4,603+267.1% | $4,069+315.4% | $5,850+188.9% |
| Admin fee / account holder | $2,769 | $10,748-74.2% | $7,888-64.9% | $11,596-76.1% |