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 | $282,719 | $89,355+216.4% | $141,162+100.3% | $72,985+287.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 2.20% | 111.85%-109.6pp | 71.39%-69.2pp | 81.00%-78.8pp |
| Employer contribution / active EE | $10,757 | $3,114+245.4% | $4,735+127.2% | $2,440+340.9% |
| Participant deferral / active EE | $5,608 | $5,418+3.5% | $6,709-16.4% | $3,607+55.4% |
| Admin fee / account holder | $3,933 | $5,958-34.0% | $10,261-61.7% | $5,124-23.3% |