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 | $345,140 | $85,202+305.1% | $172,739+99.8% | $72,985+372.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 7.46% | 27.32%-19.9pp | 802.84%-795.4pp | 81.00%-73.5pp |
| Employer contribution / active EE | $2,585 | $3,324-22.2% | $5,143-49.7% | $2,440+6.0% |
| Participant deferral / active EE | $3,934 | $3,260+20.7% | $5,198-24.3% | $3,607+9.0% |
| Admin fee / account holder | $15,064 | $5,884+156.0% | $13,954+8.0% | $5,124+194.0% |