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 | $341,581 | $74,888+356.1% | $71,209+379.7% | $142,382+139.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 3.78% | 345.14%-341.4pp | 282.51%-278.7pp | 217.08%-213.3pp |
| Employer contribution / active EE | $1,744 | $2,854-38.9% | $2,721-35.9% | $4,299-59.4% |
| Participant deferral / active EE | $2,149 | $4,454-51.8% | $4,175-48.5% | $6,507-67.0% |
| Admin fee / account holder | $16,115 | $5,568+189.4% | $5,349+201.3% | $12,624+27.7% |