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 | $378,303 | $217,402+74.0% | $185,823+103.6% | $167,490+125.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 3.23% | 148.36%-145.1pp | 122.05%-118.8pp | 478.56%-475.3pp |
| Employer contribution / active EE | $1,691 | $5,873-71.2% | $5,167-67.3% | $4,837-65.1% |
| Participant deferral / active EE | $12,163 | $6,356+91.3% | $5,568+118.4% | $6,341+91.8% |
| Admin fee / account holder | $23,397 | $19,811+18.1% | $16,237+44.1% | $12,309+90.1% |