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 | $278,368 | $91,538+204.1% | $129,995+114.1% | $75,163+270.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 11.96% | -631.11%+643.1pp | -137.18%+149.1pp | 160.62%-148.7pp |
| Employer contribution / active EE | $4,559 | $2,845+60.2% | $4,320+5.5% | $2,670+70.8% |
| Participant deferral / active EE | $9,049 | $4,341+108.5% | $5,820+55.5% | $4,125+119.4% |
| Admin fee / account holder | $95,417 | $6,790+1305.2% | $10,614+798.9% | $5,651+1588.5% |