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 | $291,704 | $111,754+161.0% | $103,333+182.3% | $145,922+99.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.04% | 24.77%-19.7pp | 24.88%-19.8pp | 561.29%-556.2pp |
| Employer contribution / active EE | $6,302 | $4,212+49.6% | $3,868+62.9% | $4,660+35.2% |
| Participant deferral / active EE | $20,875 | $5,619+271.5% | $5,057+312.8% | $6,688+212.1% |
| Admin fee / account holder | $146,145 | $9,750+1398.9% | $8,355+1649.3% | $13,397+990.9% |