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 | $332,893 | $159,602+108.6% | $150,045+121.9% | $142,382+133.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.25% | 70.24%-60.0pp | 62.55%-52.3pp | 217.08%-206.8pp |
| Employer contribution / active EE | $6,429 | $4,961+29.6% | $4,693+37.0% | $4,299+49.5% |
| Participant deferral / active EE | $13,143 | $8,310+58.2% | $7,997+64.3% | $6,507+102.0% |
| Admin fee / account holder | $8,490 | $14,846-42.8% | $13,435-36.8% | $12,624-32.7% |