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 | $266,941 | $127,264+109.8% | $109,895+142.9% | $167,490+59.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 7.34% | 22.97%-15.6pp | 29.45%-22.1pp | 478.56%-471.2pp |
| Employer contribution / active EE | $17,180 | $3,322+417.1% | $2,842+504.4% | $4,837+255.1% |
| Participant deferral / active EE | $13,000 | $4,514+188.0% | $4,048+221.2% | $6,341+105.0% |
| Admin fee / account holder | $2,257 | $7,114-68.3% | $6,066-62.8% | $12,309-81.7% |