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 | $431,895 | $114,381+277.6% | $107,525+301.7% | $142,382+203.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 7.92% | 242.71%-234.8pp | 181.32%-173.4pp | 217.08%-209.2pp |
| Employer contribution / active EE | $11,750 | $4,015+192.7% | $3,754+213.0% | $4,299+173.3% |
| Participant deferral / active EE | $21,375 | $5,564+284.2% | $5,116+317.8% | $6,507+228.5% |
| Admin fee / account holder | $2,671 | $9,860-72.9% | $8,919-70.0% | $12,624-78.8% |