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 | $283,953 | $114,381+148.3% | $107,525+164.1% | $142,382+99.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 1.74% | 242.71%-241.0pp | 181.32%-179.6pp | 217.08%-215.3pp |
| Employer contribution / active EE | $5,724 | $4,015+42.6% | $3,754+52.5% | $4,299+33.1% |
| Participant deferral / active EE | $30,190 | $5,564+442.6% | $5,116+490.2% | $6,507+363.9% |
| Admin fee / account holder | $1,007 | $9,860-89.8% | $8,919-88.7% | $12,624-92.0% |