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 | $291,747 | $89,753+225.1% | $107,525+171.3% | $84,808+244.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 5.66% | 29.48%-23.8pp | 181.32%-175.7pp | 40.90%-35.2pp |
| Employer contribution / active EE | $17,914 | $3,113+475.4% | $3,754+377.2% | $2,631+580.9% |
| Participant deferral / active EE | $4,496 | $4,056+10.9% | $5,116-12.1% | $4,212+6.8% |
| Admin fee / account holder | $18,547 | $7,222+156.8% | $8,919+108.0% | $7,344+152.5% |