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 | $317,961 | $150,440+111.4% | $136,294+133.3% | $147,584+115.4% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 7.70% | 1049.08%-1041.4pp | 5155.94%-5148.2pp | 578.55%-570.8pp |
| Employer contribution / active EE | $14,136 | $5,256+168.9% | $4,695+201.1% | $4,876+189.9% |
| Participant deferral / active EE | $14,193 | $6,630+114.1% | $6,247+127.2% | $5,439+161.0% |
| Admin fee / account holder | $3,327 | $10,905-69.5% | $9,243-64.0% | $10,885-69.4% |