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 | $299,085 | $185,822+61.0% | $169,993+75.9% | $139,434+114.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.79% | 60.50%-49.7pp | 53.37%-42.6pp | 372.94%-362.2pp |
| Employer contribution / active EE | $8,000 | $7,590+5.4% | $6,785+17.9% | $4,751+68.4% |
| Participant deferral / active EE | $12,000 | $11,622+3.3% | $10,408+15.3% | $6,710+78.8% |
| Admin fee / account holder | $1,763 | $15,381-88.5% | $12,815-86.2% | $11,403-84.5% |