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 | $440,212 | $176,056+150.0% | $159,436+176.1% | $167,490+162.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.72% | 331.75%-323.0pp | 263.57%-254.9pp | 478.56%-469.8pp |
| Employer contribution / active EE | $6,360 | $5,297+20.1% | $4,829+31.7% | $4,837+31.5% |
| Participant deferral / active EE | $16,000 | $7,750+106.5% | $7,352+117.6% | $6,341+152.3% |
| Admin fee / account holder | $4,894 | $12,554-61.0% | $10,799-54.7% | $12,309-60.2% |