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 | $308,398 | $112,881+173.2% | $90,951+239.1% | $158,922+94.1% |
| Participation rate | 72.7% | 74.7%-2.0pp | 69.0%+3.7pp | 82.0%-9.2pp |
| Annual return | 3.94% | 215.79%-211.9pp | 134.60%-130.7pp | 302.83%-298.9pp |
| Employer contribution / active EE | $6,272 | $2,893+116.8% | $2,122+195.6% | $4,761+31.7% |
| Participant deferral / active EE | $3,234 | $4,128-21.7% | $3,373-4.1% | $5,982-45.9% |
| Admin fee / account holder | $308,622 | $8,041+3738.2% | $5,959+5079.5% | $11,246+2644.4% |