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 | $269,120 | $74,888+259.4% | $71,209+277.9% | $142,382+89.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 4.78% | 345.14%-340.4pp | 282.51%-277.7pp | 217.08%-212.3pp |
| Employer contribution / active EE | $10,934 | $2,854+283.1% | $2,721+301.8% | $4,299+154.3% |
| Participant deferral / active EE | $11,921 | $4,454+167.6% | $4,175+185.5% | $6,507+83.2% |
| Admin fee / account holder | $295,790 | $5,568+5212.0% | $5,349+5430.1% | $12,624+2243.1% |