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 | $410,605 | $157,256+161.1% | $141,162+190.9% | $152,861+168.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 10.45% | 64.32%-53.9pp | 71.39%-60.9pp | 345.32%-334.9pp |
| Employer contribution / active EE | $13,445 | $5,261+155.6% | $4,735+183.9% | $4,762+182.3% |
| Participant deferral / active EE | $6,250 | $7,109-12.1% | $6,709-6.8% | $5,850+6.8% |
| Admin fee / account holder | $7,333 | $12,120-39.5% | $10,261-28.5% | $11,596-36.8% |