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 | $300,984 | $91,538+228.8% | $129,995+131.5% | $75,163+300.4% |
| Participation rate | 90.9% | 71.4%+19.5pp | 78.5%+12.4pp | 67.2%+23.7pp |
| Annual return | 7.43% | -631.11%+638.5pp | -137.18%+144.6pp | 160.62%-153.2pp |
| Employer contribution / active EE | $3,729 | $2,845+31.1% | $4,320-13.7% | $2,670+39.7% |
| Participant deferral / active EE | $7,053 | $4,341+62.5% | $5,820+21.2% | $4,125+71.0% |
| Admin fee / account holder | $30,204 | $6,790+344.8% | $10,614+184.6% | $5,651+434.5% |