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 | $281,453 | $148,978+88.9% | $200,582+40.3% | $84,808+231.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 9.64% | 28.16%-18.5pp | 42.33%-32.7pp | 40.90%-31.3pp |
| Employer contribution / active EE | $3,161 | $4,815-34.4% | $6,419-50.8% | $2,631+20.1% |
| Participant deferral / active EE | $8,074 | $7,142+13.0% | $9,331-13.5% | $4,212+91.7% |
| Admin fee / account holder | $58,792 | $13,977+320.6% | $16,305+260.6% | $7,344+700.6% |