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 | $256,876 | $91,190+181.7% | $178,490+43.9% | $79,858+221.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 4.96% | 24.19%-19.2pp | 151.07%-146.1pp | 31.71%-26.8pp |
| Employer contribution / active EE | $5,974 | $3,256+83.5% | $5,011+19.2% | $2,471+141.8% |
| Participant deferral / active EE | $3,590 | $3,236+10.9% | $5,202-31.0% | $3,740-4.0% |
| Admin fee / account holder | $35,659 | $6,751+428.2% | $13,984+155.0% | $5,306+572.0% |