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 | $322,276 | $175,202+83.9% | $149,673+115.3% | $139,434+131.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.45% | 166.71%-156.3pp | 134.42%-124.0pp | 372.94%-362.5pp |
| Employer contribution / active EE | $4,316 | $5,474-21.2% | $4,818-10.4% | $4,751-9.2% |
| Participant deferral / active EE | $3,698 | $6,519-43.3% | $5,680-34.9% | $6,710-44.9% |
| Admin fee / account holder | $9,838 | $16,150-39.1% | $13,210-25.5% | $11,403-13.7% |