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 | $271,078 | $177,572+52.7% | $154,803+75.1% | $142,382+90.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 3.30% | 65.07%-61.8pp | 58.88%-55.6pp | 217.08%-213.8pp |
| Employer contribution / active EE | $12,729 | $4,810+164.6% | $4,305+195.6% | $4,299+196.1% |
| Participant deferral / active EE | $10,203 | $6,272+62.7% | $5,540+84.1% | $6,507+56.8% |
| Admin fee / account holder | $2,264 | $16,786-86.5% | $14,329-84.2% | $12,624-82.1% |