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 | $380,758 | $126,574+200.8% | $106,213+258.5% | $145,922+160.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 6.76% | 224.79%-218.0pp | 116.14%-109.4pp | 561.29%-554.5pp |
| Employer contribution / active EE | $13,979 | $3,730+274.7% | $3,171+340.8% | $4,660+200.0% |
| Participant deferral / active EE | $7,875 | $5,724+37.6% | $5,016+57.0% | $6,688+17.8% |
| Admin fee / account holder | $2,790 | $17,304-83.9% | $11,033-74.7% | $13,397-79.2% |